+627.5%
LPLA vs WING
+656.3%
-28.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.5% |
| 7D | +4.1% | +9.0% | -4.9% | +2.5% |
| 30D | -9.0% | +39.9% | -49.0% | -15.1% |
| 3M | -17.6% | +40.4% | -58.0% | -23.7% |
| 6M | -8.8% | +12.9% | -21.7% | -12.9% |
| YTD | -17.0% | -31.1% | +14.0% | -13.2% |
| 1Y | -20.4% | -32.7% | +12.3% | -16.7% |
| 3Y | +35.4% | -19.8% | +55.2% | +28.1% |
| 5Y | +79.7% | +4.0% | +75.8% | +51.2% |
| 10Y | +915.0% | +684.4% | +230.5% | +398.4% |
| All | +627.5% | +656.3% | -28.8% | +254.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling