+809.2%
LPLA vs WING
+675.9%
+133.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.2% | +5.2% | +1.8% |
| 7D | +3.6% | +5.0% | -1.3% | +2.7% |
| 30D | -6.8% | +38.7% | -45.5% | -12.9% |
| 3M | -17.0% | +44.7% | -61.7% | -23.7% |
| 6M | +1.8% | +31.5% | -29.7% | -5.8% |
| YTD | -13.4% | -28.4% | +15.0% | -10.0% |
| 1Y | -17.5% | -28.2% | +10.7% | -14.6% |
| 3Y | +36.5% | -18.4% | +54.9% | +28.3% |
| 5Y | +92.6% | +5.2% | +87.4% | +60.6% |
| 10Y | +809.2% | +699.8% | +109.4% | +307.3% |
| All | +809.2% | +675.9% | +133.3% | +307.3% |
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 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