+772.0%
DRI vs LPLA
+1,084.6%
-312.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.4% | +0.9% |
| 7D | -0.7% | -3.2% | +2.4% | +0.4% |
| 30D | +14.7% | -8.6% | +23.3% | +17.6% |
| 3M | +5.4% | -18.7% | +24.1% | +12.4% |
| 6M | +18.8% | +4.5% | +14.3% | +14.5% |
| YTD | +28.4% | -15.3% | +43.7% | +32.3% |
| 1Y | +37.7% | -19.9% | +57.5% | +44.5% |
| 3Y | +68.0% | +33.4% | +34.5% | +37.1% |
| 5Y | +78.8% | +87.4% | -8.6% | +19.3% |
| 10Y | +334.2% | +800.4% | -466.3% | +67.7% |
| All | +772.0% | +1,084.6% | -312.6% | +185.8% |
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 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