-63.5%
AVTR vs WING
-35.4%
-28.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.1% |
| 3M | +57.4% | -23.5% | +80.9% | +64.0% |
| 6M | +86.7% | -52.0% | +138.6% | +110.6% |
| YTD | +33.1% | -53.8% | +86.9% | +50.4% |
| 1Y | +16.1% | -63.8% | +79.9% | +36.5% |
| 3Y | -24.6% | -30.8% | +6.2% | -26.0% |
| 5Y | -63.5% | -34.3% | -29.2% | -64.0% |
| All | -63.5% | -35.4% | -28.0% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling