+784.6%
LPLA vs WING
+405.9%
+378.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -3.1% | -3.9% | +0.8% | -2.4% |
| 30D | -0.1% | -11.6% | +11.5% | +1.9% |
| 3M | +23.2% | -24.2% | +47.4% | +28.6% |
| 6M | +15.5% | -54.1% | +69.6% | +32.4% |
| YTD | +0.9% | -53.9% | +54.8% | +14.9% |
| 1Y | +0.2% | -64.4% | +64.5% | +19.2% |
| 3Y | +55.2% | -30.2% | +85.4% | +49.7% |
| 5Y | +145.4% | -34.1% | +179.5% | +126.6% |
| 10Y | +1,229.7% | +342.1% | +887.5% | +632.4% |
| All | +784.6% | +405.9% | +378.8% | +369.1% |
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