+2.6%
AVTR vs WING
+56.5%
-53.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.5% | -2.7% |
| 7D | +1.6% | -2.3% | +3.8% | +2.1% |
| 30D | +8.4% | -5.6% | +14.0% | +9.4% |
| 3M | +50.2% | -22.9% | +73.1% | +58.5% |
| 6M | +82.6% | -50.4% | +133.0% | +113.8% |
| YTD | +29.8% | -53.3% | +83.2% | +52.9% |
| 1Y | +16.0% | -61.2% | +77.2% | +42.6% |
| 3Y | -26.4% | -30.1% | +3.6% | -30.4% |
| 5Y | -64.5% | -35.0% | -29.4% | -67.2% |
| All | +2.6% | +56.5% | -53.9% | -44.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling