+1,222.4%
LPLA vs WING
+359.3%
+863.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.4% |
| 7D | -1.5% | -2.3% | +0.7% | -1.1% |
| 30D | -6.0% | -5.6% | -0.3% | -5.3% |
| 3M | +21.4% | -22.9% | +44.3% | +26.2% |
| 6M | +12.1% | -50.4% | +62.5% | +26.5% |
| YTD | -1.8% | -53.3% | +51.5% | +11.6% |
| 1Y | +3.2% | -61.2% | +64.4% | +20.9% |
| 3Y | +45.9% | -30.1% | +76.0% | +40.2% |
| 5Y | +144.7% | -35.0% | +179.7% | +125.9% |
| 10Y | +1,222.4% | +375.5% | +846.9% | +633.6% |
| All | +1,222.4% | +359.3% | +863.1% | +633.6% |
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 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