+148.9%
LPLA vs DAR
-11.0%
+159.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.1% |
| 7D | -3.1% | +1.4% | -4.4% | -3.5% |
| 30D | -0.1% | +12.8% | -12.9% | -3.3% |
| 3M | +23.2% | +7.4% | +15.9% | +20.3% |
| 6M | +15.5% | +22.3% | -6.7% | +8.5% |
| YTD | +0.9% | +81.1% | -80.2% | -15.0% |
| 1Y | +0.2% | +106.5% | -106.3% | -19.3% |
| 3Y | +55.2% | +5.3% | +49.9% | +49.8% |
| All | +148.9% | -11.0% | +159.9% | +146.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling