+81.0%
LPLA vs DAR
-41.1%
+122.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | +4.1% | -9.9% | +14.1% | +6.7% |
| 30D | -9.0% | -16.4% | +7.4% | -5.2% |
| 3M | -17.6% | -17.1% | -0.6% | -14.3% |
| 6M | -8.8% | -20.5% | +11.6% | -4.5% |
| YTD | -17.0% | +39.4% | -56.4% | -25.7% |
| 1Y | -20.4% | +57.2% | -77.7% | -31.2% |
| 3Y | +35.4% | +13.9% | +21.6% | +21.8% |
| All | +81.0% | -41.1% | +122.0% | +120.7% |
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