+434.0%
AVAV vs WING
+405.9%
+28.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.5% |
| 7D | -2.2% | -3.9% | +1.6% | -1.4% |
| 30D | -13.9% | -11.6% | -2.4% | -11.8% |
| 3M | -29.2% | -24.2% | -5.0% | -25.3% |
| 6M | -36.1% | -54.1% | +17.9% | -25.2% |
| YTD | -40.2% | -53.9% | +13.7% | -29.8% |
| 1Y | -36.2% | -64.4% | +28.1% | -21.5% |
| 3Y | +47.5% | -30.2% | +77.7% | +46.6% |
| 5Y | +39.3% | -34.1% | +73.4% | +32.5% |
| 10Y | +482.6% | +342.1% | +140.4% | +272.0% |
| All | +434.0% | +405.9% | +28.1% | +218.1% |
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