-50.5%
INTU vs WOLF
+45.1%
-95.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +9.8% | -10.8% | +0.3% |
| 7D | -3.9% | +25.3% | -29.2% | -0.8% |
| 30D | +11.7% | -14.7% | +26.4% | +10.8% |
| 3M | +4.5% | -20.5% | +25.0% | +3.7% |
| 6M | -13.9% | -43.9% | +30.1% | -15.4% |
| YTD | -48.2% | +50.0% | -98.2% | -45.2% |
| 1Y | -47.1% | +45.5% | -92.7% | -44.1% |
| All | -50.5% | +45.1% | -95.6% | -47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling