+12.3%
LNT vs WING
-33.3%
+45.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +1.0% | -2.5% | +3.6% | +1.1% |
| 30D | +9.6% | +29.5% | -19.9% | +9.5% |
| 3M | +5.4% | +40.2% | -34.8% | +5.2% |
| 6M | +3.1% | +32.7% | -29.6% | +3.5% |
| YTD | +16.5% | -32.8% | +49.3% | +13.6% |
| 1Y | +12.3% | -31.7% | +44.0% | +9.3% |
| All | +12.3% | -33.3% | +45.6% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling