+1,093.1%
LPLA vs DAR
+323.5%
+769.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.4% |
| 7D | +4.1% | -9.9% | +14.1% | +7.8% |
| 30D | -9.0% | -16.4% | +7.4% | -3.6% |
| 3M | -17.6% | -17.1% | -0.6% | -12.9% |
| 6M | -8.8% | -20.5% | +11.6% | -2.7% |
| YTD | -17.0% | +39.4% | -56.4% | -27.9% |
| 1Y | -20.4% | +57.2% | -77.7% | -33.9% |
| 3Y | +35.4% | +13.9% | +21.6% | +18.0% |
| 5Y | +79.7% | -40.8% | +120.6% | +94.9% |
| 10Y | +915.0% | +276.2% | +638.7% | +429.4% |
| All | +1,093.1% | +323.5% | +769.5% | +498.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling