-24.8%
GIS vs LPLA
+3.8%
-28.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.3% |
| 7D | -6.4% | -1.5% | -4.8% | -6.4% |
| 30D | -6.1% | -6.0% | -0.1% | -6.3% |
| 3M | +7.8% | +24.0% | -16.2% | +8.9% |
| 6M | -8.8% | +17.0% | -25.8% | -8.1% |
| YTD | -19.1% | -0.7% | -18.5% | -19.1% |
| 1Y | -24.8% | +2.1% | -26.9% | -24.2% |
| All | -24.8% | +3.8% | -28.5% | -24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling