Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • WOLF vs GWRE✓SelectedUSD · GWREWOLF vs GWRE performance historyLatest closeAs of-5.54%09/09
Stock and ETF performance explorer

WOLF vs GWRE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+23.4%
GWRE return
-38.8%
Excess return
+62.2%
Maximum drawdown
-72.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioGWREExcessAlpha
1D-5.5%-5.0%-0.6%-6.7%
7D+2.4%-26.2%+28.6%-4.4%
30D-6.9%-17.8%+10.9%-10.3%
3M-44.1%+14.2%-58.3%-41.3%
6M+53.6%-12.9%+66.5%+61.5%
YTD+56.7%-29.2%+85.9%+58.6%
All+23.4%-38.8%+62.2%+36.4%

Cumulative growth

Daily Returns

Daily percentage return beside GWRE.

Daily Out/Under-Performance

Portfolio return minus GWRE return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × GWRE 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 GWRE 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