-59.2%
AVTR vs WING
+3.2%
-62.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.6% |
| 3M | +14.2% | +50.2% | -35.9% | +5.2% |
| 6M | +97.4% | +31.7% | +65.7% | +85.2% |
| YTD | +37.3% | -29.6% | +66.9% | +43.2% |
| 1Y | +36.8% | -29.7% | +66.5% | +42.6% |
| 3Y | -15.2% | -19.8% | +4.5% | -18.7% |
| 5Y | -59.2% | +3.1% | -62.2% | -63.1% |
| All | -59.2% | +3.2% | -62.4% | -63.1% |
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 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