+28.3%
WOLF vs AEE
+6.3%
+22.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.1% | +5.6% | +5.6% |
| 7D | +9.7% | +0.3% | +9.3% | +9.7% |
| 30D | +12.5% | -2.3% | +14.8% | +12.0% |
| 3M | -57.7% | +0.2% | -57.9% | -58.9% |
| 6M | +37.7% | -4.7% | +42.4% | +37.0% |
| YTD | +62.8% | +8.1% | +54.7% | +60.7% |
| All | +28.3% | +6.3% | +22.0% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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