+47.8%
LNT vs WING
-29.7%
+77.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.1% |
| 7D | +0.2% | -2.3% | +2.5% | +0.2% |
| 30D | -0.5% | -5.6% | +5.1% | -0.5% |
| 3M | -5.5% | -22.9% | +17.4% | -5.5% |
| 6M | -3.8% | -50.4% | +46.6% | -3.9% |
| YTD | +6.8% | -53.3% | +60.1% | +6.6% |
| 1Y | +9.3% | -61.2% | +70.5% | +9.2% |
| All | +47.8% | -29.7% | +77.5% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling