+213.6%
LNG vs WWD
+187.3%
+26.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | +11.3% | +4.0% | +7.4% | +10.7% |
| 30D | +10.6% | +0.4% | +10.2% | +10.5% |
| 3M | +16.1% | -7.9% | +24.0% | +17.3% |
| 6M | +29.6% | -10.6% | +40.2% | +30.5% |
| YTD | +60.3% | +9.4% | +50.9% | +53.3% |
| 1Y | +46.1% | +25.7% | +20.4% | +35.0% |
| 3Y | +85.9% | +148.5% | -62.6% | +44.1% |
| All | +213.6% | +187.3% | +26.3% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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