+170.6%
LII vs WING
+675.9%
-505.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.7% | +0.3% |
| 7D | +0.4% | +5.0% | -4.5% | -0.4% |
| 30D | -2.4% | +38.7% | -41.1% | -8.1% |
| 3M | -17.5% | +44.7% | -62.2% | -23.4% |
| 6M | -32.8% | +31.5% | -64.3% | -37.2% |
| YTD | -27.7% | -28.4% | +0.7% | -25.4% |
| 1Y | -28.1% | -28.2% | +0.1% | -26.0% |
| 3Y | -9.7% | -18.4% | +8.8% | -13.7% |
| 5Y | +19.5% | +5.2% | +14.3% | +3.0% |
| 10Y | +170.6% | +699.8% | -529.2% | +72.8% |
| All | +170.6% | +675.9% | -505.2% | +72.8% |
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