-28.4%
DT vs LPLA
+145.5%
-173.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -0.5% | -1.5% | +1.0% | 0.0% |
| 30D | +0.1% | -6.0% | +6.0% | +2.0% |
| 3M | +24.1% | +21.4% | +2.7% | +16.5% |
| 6M | +30.1% | +12.1% | +18.0% | +24.3% |
| YTD | +16.8% | -1.8% | +18.6% | +15.8% |
| 1Y | -0.1% | +3.2% | -3.3% | -3.0% |
| 3Y | +6.8% | +45.9% | -39.1% | -10.2% |
| 5Y | -28.4% | +144.7% | -173.0% | -57.1% |
| All | -28.4% | +145.5% | -173.9% | -57.1% |
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