+73.3%
DRI vs LPLA
+145.4%
-72.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +0.6% | -3.1% | +3.6% | +1.2% |
| 30D | +3.8% | -0.1% | +3.9% | +3.8% |
| 3M | +13.0% | +23.2% | -10.2% | +7.6% |
| 6M | +8.3% | +15.5% | -7.2% | +4.3% |
| YTD | +20.6% | +0.9% | +19.7% | +19.5% |
| 1Y | +6.5% | +0.2% | +6.3% | +5.1% |
| 3Y | +53.7% | +55.2% | -1.5% | +32.3% |
| All | +73.3% | +145.4% | -72.2% | +8.6% |
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