+7.8%
DOV vs LPLA
+2.8%
+5.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | -1.9% | -3.7% | +1.7% | -1.5% |
| 30D | -9.9% | -6.4% | -3.5% | -9.1% |
| 3M | -12.1% | +20.2% | -32.3% | -14.1% |
| 6M | -10.4% | +12.8% | -23.3% | -11.9% |
| YTD | -3.3% | -2.5% | -0.8% | -3.1% |
| 1Y | +7.8% | +1.9% | +5.8% | +7.8% |
| All | +7.8% | +2.8% | +5.0% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling