+231.7%
LNG vs WU
-51.6%
+283.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.8% |
| 7D | -4.5% | -5.0% | +0.5% | -4.0% |
| 30D | +4.7% | -2.3% | +6.9% | +4.9% |
| 3M | +15.1% | -3.2% | +18.4% | +14.9% |
| 6M | +13.6% | -25.0% | +38.6% | +16.8% |
| YTD | +44.0% | -21.7% | +65.6% | +47.0% |
| 1Y | +18.4% | -9.0% | +27.3% | +17.8% |
| 3Y | +75.9% | -28.9% | +104.7% | +80.6% |
| 5Y | +231.7% | -51.0% | +282.7% | +294.3% |
| All | +231.7% | -51.6% | +283.2% | +294.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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