-13.5%
SMCI vs WOLF
+44.0%
-57.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.0% | +4.3% | +6.5% |
| 7D | +1.3% | -8.6% | +9.9% | +3.8% |
| 30D | +6.6% | -18.3% | +24.9% | +11.8% |
| 3M | +25.4% | -43.1% | +68.5% | +40.5% |
| 6M | +26.1% | +42.4% | -16.3% | +7.7% |
| YTD | +37.0% | +48.9% | -11.9% | +14.4% |
| All | -13.5% | +44.0% | -57.5% | -24.4% |
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