+939.9%
LNG vs WU
-22.3%
+962.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.3% |
| 7D | -6.7% | -4.9% | -1.8% | -4.8% |
| 30D | +3.9% | -1.3% | +5.1% | +4.3% |
| 3M | +15.5% | -3.6% | +19.1% | +14.7% |
| 6M | +10.5% | -24.3% | +34.9% | +20.8% |
| YTD | +43.0% | -21.1% | +64.0% | +52.7% |
| 1Y | +18.9% | -10.3% | +29.2% | +18.7% |
| 3Y | +74.7% | -28.4% | +103.0% | +85.6% |
| 5Y | +231.2% | -51.2% | +282.4% | +304.8% |
| 10Y | +544.5% | -39.6% | +584.1% | +559.1% |
| All | +939.9% | -22.3% | +962.2% | +826.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling