+719.4%
DRI vs LPLA
+1,311.2%
-591.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +0.6% | -3.1% | +3.6% | +1.7% |
| 30D | +3.8% | -0.1% | +3.9% | +3.8% |
| 3M | +13.0% | +23.2% | -10.2% | +4.0% |
| 6M | +8.3% | +15.5% | -7.2% | +1.3% |
| YTD | +20.6% | +0.9% | +19.7% | +17.9% |
| 1Y | +6.5% | +0.2% | +6.3% | +3.3% |
| 3Y | +53.7% | +55.2% | -1.5% | +20.0% |
| 5Y | +72.7% | +145.4% | -72.8% | +4.6% |
| 10Y | +363.2% | +1,229.7% | -866.5% | +63.3% |
| All | +719.4% | +1,311.2% | -591.8% | +154.9% |
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