+56.1%
PSX vs WOLF
-62.7%
+118.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.3% | +7.1% | +0.5% |
| 7D | +7.8% | +4.4% | +3.4% | +8.0% |
| 30D | -10.9% | +1.0% | -11.9% | -10.6% |
| 3M | +14.5% | -21.2% | +35.7% | +14.0% |
| 6M | +56.1% | -60.3% | +116.5% | +49.3% |
| All | +56.1% | -62.7% | +118.9% | +49.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling