+32.0%
DOV vs LPLA
+88.0%
-56.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.8% |
| 7D | -0.1% | -3.2% | +3.1% | +0.8% |
| 30D | +11.3% | -8.6% | +19.9% | +13.4% |
| 3M | +2.2% | -18.7% | +20.9% | +7.3% |
| 6M | -2.9% | +4.5% | -7.5% | -5.4% |
| YTD | +9.6% | -15.3% | +24.9% | +12.6% |
| 1Y | +16.7% | -19.9% | +36.5% | +21.7% |
| 3Y | +66.9% | +33.4% | +33.5% | +46.6% |
| 5Y | +32.0% | +87.4% | -55.4% | -1.4% |
| All | +32.0% | +88.0% | -56.0% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling