+23.4%
WOLF vs AHR
+30.5%
-7.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -4.0% | -6.1% |
| 7D | +2.4% | -4.3% | +6.7% | +0.7% |
| 30D | -6.9% | -3.1% | -3.8% | -7.7% |
| 3M | -44.1% | +15.7% | -59.7% | -42.1% |
| 6M | +53.6% | +4.1% | +49.5% | +60.0% |
| YTD | +56.7% | +15.4% | +41.3% | +69.2% |
| All | +23.4% | +30.5% | -7.1% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling