+1,584.1%
MUU vs WOLF
+39.8%
+1,544.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.7% | -1.6% | -5.4% |
| 7D | +3.6% | -6.2% | +9.8% | +7.0% |
| 30D | +22.3% | -16.5% | +38.8% | +33.9% |
| 3M | -8.2% | -42.0% | +33.8% | +20.0% |
| 6M | +256.3% | +51.8% | +204.5% | +231.9% |
| YTD | +534.4% | +44.6% | +489.8% | +495.7% |
| All | +1,584.1% | +39.8% | +1,544.3% | +1,521.9% |
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