+51.5%
HAL vs WOLF
+51.6%
0.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.5% | +6.4% | +0.8% |
| 7D | -1.3% | +2.4% | -3.7% | -1.3% |
| 30D | +10.9% | -6.9% | +17.8% | +10.8% |
| 3M | -5.8% | -44.1% | +38.2% | -6.0% |
| 6M | +8.1% | +53.6% | -45.5% | +10.0% |
| YTD | +33.2% | +56.7% | -23.5% | +35.7% |
| All | +51.5% | +51.6% | 0.0% | +56.7% |
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 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