+36.5%
WOLF vs AEE
+12.0%
+24.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.1% | -7.4% | -5.9% |
| 7D | +4.4% | +1.7% | +2.7% | +5.1% |
| 30D | +1.0% | +9.7% | -8.7% | +4.8% |
| 3M | -21.2% | +5.9% | -27.1% | -18.7% |
| 6M | -60.3% | +6.7% | -67.0% | -59.5% |
| YTD | +42.6% | +17.4% | +25.3% | +45.3% |
| 1Y | +36.5% | +12.7% | +23.8% | +37.3% |
| All | +36.5% | +12.0% | +24.5% | +37.3% |
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