+3.2%
AVTR vs WING
+54.5%
-51.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | -1.2% |
| 7D | +2.7% | -3.9% | +6.5% | +3.6% |
| 30D | +12.1% | -11.6% | +23.6% | +14.9% |
| 3M | +57.2% | -24.2% | +81.4% | +66.7% |
| 6M | +73.1% | -54.1% | +127.1% | +106.7% |
| YTD | +30.6% | -53.9% | +84.5% | +54.3% |
| 1Y | +13.5% | -64.4% | +77.8% | +42.7% |
| 3Y | -31.0% | -30.2% | -0.8% | -34.7% |
| 5Y | -63.2% | -34.1% | -29.1% | -66.3% |
| All | +3.2% | +54.5% | -51.3% | -44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling