+31.6%
LPLA vs WING
-20.2%
+51.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.6% |
| 7D | +4.1% | +9.0% | -4.9% | +3.3% |
| 30D | -9.0% | +39.9% | -49.0% | -12.2% |
| 3M | -17.6% | +40.4% | -58.0% | -20.9% |
| 6M | -8.8% | +12.9% | -21.7% | -10.8% |
| YTD | -17.0% | -31.1% | +14.0% | -13.2% |
| 1Y | -20.4% | -32.7% | +12.3% | -16.7% |
| All | +31.6% | -20.2% | +51.8% | +29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling