-15.5%
AVTR vs WING
-19.8%
+4.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.3% |
| 7D | +0.5% | -0.5% | +1.0% | +0.6% |
| 30D | +1.5% | +32.3% | -30.8% | -2.7% |
| 3M | +14.2% | +50.2% | -35.9% | +6.7% |
| 6M | +97.4% | +31.7% | +65.7% | +87.8% |
| YTD | +37.3% | -29.6% | +66.9% | +43.5% |
| 1Y | +36.8% | -29.7% | +66.5% | +42.9% |
| All | -15.5% | -19.8% | +4.3% | -17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling