+30.7%
WOLF vs HRB
-4.1%
+34.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.5% | +8.3% | -1.6% |
| 7D | +9.8% | -9.1% | +18.8% | +4.5% |
| 30D | -12.1% | +0.3% | -12.4% | -11.6% |
| 3M | -47.9% | +23.4% | -71.3% | -39.2% |
| 6M | +74.3% | +45.1% | +29.2% | +108.6% |
| YTD | +65.9% | +8.9% | +57.0% | +37.0% |
| All | +30.7% | -4.1% | +34.8% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HRB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling