+3.5%
PATH vs WOLF
+32.2%
-28.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +16.8% | -16.9% | -1.3% |
| 7D | -5.3% | +8.2% | -13.6% | -6.0% |
| 30D | -0.5% | -24.2% | +23.6% | +1.0% |
| 3M | -7.1% | -13.8% | +6.6% | -7.2% |
| 6M | +23.8% | -44.8% | +68.6% | +21.9% |
| YTD | -20.7% | +36.6% | -57.3% | -38.2% |
| 1Y | -8.1% | +27.6% | -35.6% | -26.7% |
| All | +3.5% | +32.2% | -28.7% | -15.9% |
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 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