+338.7%
DRI vs LPLA
+824.7%
-486.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.9% |
| 7D | +4.2% | +3.6% | +0.6% | +2.5% |
| 30D | +15.7% | -6.8% | +22.4% | +18.2% |
| 3M | +5.8% | -17.0% | +22.8% | +13.4% |
| 6M | +18.4% | +1.8% | +16.6% | +14.2% |
| YTD | +28.2% | -13.4% | +41.6% | +31.4% |
| 1Y | +35.9% | -17.5% | +53.4% | +42.2% |
| 3Y | +67.7% | +36.5% | +31.3% | +25.3% |
| 5Y | +77.9% | +92.6% | -14.8% | -3.0% |
| 10Y | +338.7% | +809.2% | -470.5% | +5.8% |
| All | +338.7% | +824.7% | -486.1% | +5.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling