+46.2%
LPLA vs WING
-31.3%
+77.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.8% | -2.6% |
| 7D | -2.1% | -0.1% | -1.9% | -2.1% |
| 30D | -3.3% | -6.0% | +2.7% | -2.9% |
| 3M | +23.5% | -23.5% | +47.0% | +26.5% |
| 6M | +12.0% | -52.0% | +64.0% | +21.5% |
| YTD | -1.7% | -53.8% | +52.1% | +7.4% |
| 1Y | +3.2% | -63.8% | +67.0% | +15.8% |
| 3Y | +46.2% | -30.8% | +77.0% | +46.4% |
| All | +46.2% | -31.3% | +77.5% | +46.4% |
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 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