-18.3%
LPLA vs DAR
+60.0%
-78.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.7% | -1.3% | +3.1% |
| 7D | +2.3% | -2.8% | +5.1% | +2.3% |
| 30D | -7.7% | -12.8% | +5.2% | -7.1% |
| 3M | -15.7% | -11.6% | -4.1% | -15.6% |
| 6M | +0.8% | -16.8% | +17.6% | +0.9% |
| YTD | -14.2% | +45.9% | -60.1% | -23.7% |
| All | -18.3% | +60.0% | -78.3% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling