+171.3%
LII vs WING
+341.2%
-169.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.1% | +1.3% |
| 7D | -0.7% | -3.9% | +3.1% | -0.1% |
| 30D | -12.6% | -11.6% | -1.0% | -10.9% |
| 3M | -24.4% | -24.2% | -0.2% | -21.2% |
| 6M | -28.7% | -54.1% | +25.4% | -19.1% |
| YTD | -19.1% | -53.9% | +34.8% | -9.2% |
| 1Y | -29.7% | -64.4% | +34.7% | -17.6% |
| 3Y | +4.8% | -30.2% | +35.0% | +2.6% |
| 5Y | +24.6% | -34.1% | +58.7% | +17.1% |
| All | +171.3% | +341.2% | -169.9% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling