+25.7%
AVTR vs WOLF
+39.8%
-14.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.7% | +7.7% | 0.0% |
| 7D | -2.0% | -6.2% | +4.2% | -2.0% |
| 30D | +8.1% | -16.5% | +24.6% | +8.1% |
| 3M | +54.2% | -42.0% | +96.2% | +56.2% |
| 6M | +82.6% | +51.8% | +30.8% | +81.8% |
| YTD | +29.8% | +44.6% | -14.7% | +30.2% |
| All | +25.7% | +39.8% | -14.2% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling