+67.1%
DOV vs LPLA
+33.3%
+33.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.7% |
| 7D | -0.1% | -3.2% | +3.1% | +0.6% |
| 30D | +11.3% | -8.6% | +19.9% | +13.1% |
| 3M | +2.2% | -18.7% | +20.9% | +6.6% |
| 6M | -2.9% | +4.5% | -7.5% | -5.1% |
| YTD | +9.6% | -15.3% | +24.9% | +12.4% |
| 1Y | +16.7% | -19.9% | +36.5% | +21.4% |
| All | +67.1% | +33.3% | +33.8% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling