+17.3%
WOLF vs AEE
+5.5%
+11.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -8.6% | -0.8% | -7.8% | -8.6% |
| 30D | -18.3% | -2.9% | -15.3% | -18.6% |
| 3M | -43.1% | -2.4% | -40.7% | -44.0% |
| 6M | +42.4% | -2.7% | +45.1% | +41.4% |
| YTD | +48.9% | +7.3% | +41.6% | +46.9% |
| All | +17.3% | +5.5% | +11.8% | +16.5% |
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