+6.2%
DT vs LPLA
+50.5%
-44.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.6% | -2.4% |
| 7D | -4.9% | -2.1% | -2.8% | -4.3% |
| 30D | +2.7% | -3.3% | +6.0% | +3.6% |
| 3M | +20.0% | +23.5% | -3.6% | +13.6% |
| 6M | +28.0% | +12.0% | +16.0% | +23.6% |
| YTD | +16.0% | -1.7% | +17.7% | +15.6% |
| 1Y | +0.7% | +3.2% | -2.5% | -1.5% |
| 3Y | +6.2% | +46.2% | -40.0% | -4.3% |
| All | +6.2% | +50.5% | -44.3% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling