+29.3%
SCHD vs WOLF
+44.0%
-14.7%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | +0.4% |
| 7D | -2.0% | -8.6% | +6.6% | -1.9% |
| 30D | -0.4% | -18.3% | +17.9% | -0.4% |
| 3M | +5.7% | -43.1% | +48.8% | +6.0% |
| 6M | +11.9% | +42.4% | -30.5% | +10.4% |
| YTD | +26.4% | +48.9% | -22.4% | +24.6% |
| All | +29.3% | +44.0% | -14.7% | +27.5% |
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