+46.7%
WOLF vs FGI
+45.2%
+1.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.4% |
| 7D | +17.0% | -4.1% | +21.1% | +17.1% |
| 30D | -14.3% | -3.4% | -11.0% | -14.3% |
| 3M | -10.5% | +61.8% | -72.2% | -13.2% |
| 6M | -43.7% | +17.0% | -60.7% | -44.9% |
| YTD | +50.7% | +31.4% | +19.3% | +47.0% |
| 1Y | +46.7% | +42.7% | +4.0% | +42.4% |
| All | +46.7% | +45.2% | +1.5% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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