-24.6%
AVTR vs WING
-31.3%
+6.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.6% | +1.8% |
| 7D | +7.4% | -0.1% | +7.5% | +7.4% |
| 30D | +12.2% | -6.0% | +18.2% | +13.0% |
| 3M | +57.4% | -23.5% | +80.9% | +63.3% |
| 6M | +86.7% | -52.0% | +138.6% | +107.7% |
| YTD | +33.1% | -53.8% | +86.9% | +48.5% |
| 1Y | +16.1% | -63.8% | +79.9% | +33.4% |
| 3Y | -24.6% | -30.8% | +6.2% | -21.1% |
| All | -24.6% | -31.3% | +6.7% | -21.1% |
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 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