+76.3%
SMH vs WOLF
+57.5%
+18.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.6% | -3.0% | +1.6% |
| 7D | +2.5% | +9.7% | -7.2% | +0.7% |
| 30D | -0.5% | +12.5% | -13.0% | -3.4% |
| 3M | -9.6% | -57.7% | +48.1% | +1.4% |
| 6M | +42.1% | +37.7% | +4.4% | +31.1% |
| YTD | +57.4% | +62.8% | -5.4% | +41.7% |
| All | +76.3% | +57.5% | +18.8% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling