-17.5%
LPLA vs WING
-28.4%
+10.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.2% | +5.2% | +1.3% |
| 7D | +3.6% | +5.0% | -1.3% | +3.3% |
| 30D | -6.8% | +38.7% | -45.5% | -8.8% |
| 3M | -17.0% | +44.7% | -61.7% | -19.5% |
| 6M | +1.8% | +31.5% | -29.7% | -1.9% |
| YTD | -13.4% | -28.4% | +15.0% | -2.6% |
| 1Y | -17.5% | -28.2% | +10.7% | -7.2% |
| All | -17.5% | -28.4% | +10.9% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling