+19.6%
AVAV vs WING
+4.1%
+15.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.5% | +11.9% | +10.8% |
| 7D | -10.6% | +9.0% | -19.6% | -12.4% |
| 30D | -18.8% | +39.9% | -58.7% | -25.0% |
| 3M | -34.1% | +40.4% | -74.5% | -39.7% |
| 6M | -35.3% | +12.9% | -48.2% | -38.1% |
| YTD | -53.4% | -31.1% | -22.3% | -50.1% |
| 1Y | -65.6% | -32.7% | -32.9% | -63.2% |
| 3Y | -5.1% | -19.8% | +14.7% | -10.4% |
| All | +19.6% | +4.1% | +15.5% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling