+35.1%
AVTR vs WING
-23.2%
+58.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.4% | 0.0% |
| 7D | -6.2% | +21.0% | -27.2% | -8.4% |
| 30D | -1.0% | +56.9% | -57.9% | -7.3% |
| 3M | +14.4% | +38.4% | -24.0% | +8.8% |
| 6M | +95.9% | +12.0% | +83.9% | +94.0% |
| YTD | +36.6% | -29.2% | +65.8% | +48.5% |
| 1Y | +35.1% | -28.8% | +63.9% | +45.5% |
| All | +35.1% | -23.2% | +58.3% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling