+667.9%
DOV vs LPLA
+1,049.8%
-381.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | +3.0% | -0.9% | +3.9% | +3.3% |
| 30D | +8.6% | -9.5% | +18.1% | +11.5% |
| 3M | +1.9% | -21.9% | +23.7% | +9.7% |
| 6M | -1.7% | -2.6% | +0.9% | -2.4% |
| YTD | +8.3% | -17.8% | +26.1% | +12.8% |
| 1Y | +16.6% | -21.2% | +37.7% | +23.0% |
| 3Y | +65.1% | +30.6% | +34.5% | +41.0% |
| 5Y | +29.2% | +81.3% | -52.2% | -6.1% |
| 10Y | +329.7% | +773.9% | -444.3% | +71.8% |
| All | +667.9% | +1,049.8% | -381.8% | +142.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling