-37.1%
SOFI vs WOLF
+44.0%
-81.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.3% | +0.2% |
| 7D | -4.9% | -8.6% | +3.6% | -3.8% |
| 30D | -3.5% | -18.3% | +14.8% | -1.2% |
| 3M | +3.9% | -43.1% | +47.0% | +8.4% |
| 6M | -6.5% | +42.4% | -48.9% | -18.0% |
| YTD | -33.8% | +48.9% | -82.7% | -42.9% |
| All | -37.1% | +44.0% | -81.1% | -44.0% |
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