+35.9%
DRI vs LPLA
-17.5%
+53.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.5% |
| 7D | +4.2% | +3.6% | +0.6% | +4.0% |
| 30D | +15.7% | -6.8% | +22.4% | +15.8% |
| 3M | +5.8% | -17.0% | +22.8% | +6.8% |
| 6M | +18.4% | +1.8% | +16.6% | +18.4% |
| YTD | +28.2% | -13.4% | +41.6% | +33.4% |
| 1Y | +35.9% | -17.5% | +53.4% | +41.5% |
| All | +35.9% | -17.5% | +53.4% | +41.5% |
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