+33.1%
LNT vs WING
-34.3%
+67.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +1.0% | -0.1% | +1.2% | +1.0% |
| 30D | -1.1% | -6.0% | +4.9% | -1.0% |
| 3M | -3.6% | -23.5% | +19.9% | -2.9% |
| 6M | -2.7% | -52.0% | +49.3% | -0.6% |
| YTD | +8.0% | -53.8% | +61.8% | +10.1% |
| 1Y | +10.5% | -63.8% | +74.3% | +13.7% |
| 3Y | +49.6% | -30.8% | +80.3% | +43.5% |
| All | +33.1% | -34.3% | +67.3% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling