+6.2%
GEN vs WOLF
+39.8%
-33.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.7% | +8.4% | +0.6% |
| 7D | -4.3% | -6.2% | +1.9% | -4.4% |
| 30D | +3.8% | -16.5% | +20.3% | +3.6% |
| 3M | +22.3% | -42.0% | +64.3% | +21.9% |
| 6M | +39.0% | +51.8% | -12.9% | +38.0% |
| YTD | +11.9% | +44.6% | -32.7% | +11.2% |
| All | +6.2% | +39.8% | -33.7% | +4.8% |
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