+29.9%
AAPL vs WOLF
-3.0%
+32.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.7% | +3.7% | +5.3% |
| 7D | +1.7% | -14.5% | +16.1% | +2.1% |
| 30D | +5.0% | -32.0% | +37.0% | +6.2% |
| 3M | +13.1% | -15.8% | +28.8% | +13.0% |
| 6M | +26.5% | -36.6% | +63.1% | +25.9% |
| YTD | +28.9% | +30.9% | -2.0% | +20.8% |
| 1Y | +29.9% | +4.1% | +25.8% | +21.7% |
| All | +29.9% | -3.0% | +32.9% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WOLF.
Daily Out/Under-Performance
Portfolio return minus WOLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WOLF 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 1y: compounded portfolio wealth divided by compounded WOLF 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…
1y analysis · Full analysis span regression · 6 months rolling