+738.1%
LPLA vs WING
+620.3%
+117.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.9% | -2.5% | +1.6% | -0.5% |
| 30D | -9.5% | +29.5% | -39.0% | -14.3% |
| 3M | -21.9% | +40.2% | -62.0% | -27.7% |
| 6M | -2.6% | +32.7% | -35.3% | -10.2% |
| YTD | -17.8% | -32.8% | +15.0% | -13.6% |
| 1Y | -21.2% | -31.7% | +10.5% | -17.7% |
| 3Y | +30.6% | -24.7% | +55.4% | +24.8% |
| 5Y | +81.3% | -0.5% | +81.8% | +52.8% |
| All | +738.1% | +620.3% | +117.9% | +296.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling