+13.9%
WOLF vs HRB
-6.2%
+20.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.6% | -7.2% | -8.0% |
| 7D | -6.2% | -12.2% | +6.0% | -12.4% |
| 30D | -16.5% | -3.0% | -13.5% | -17.5% |
| 3M | -42.0% | +21.7% | -63.7% | -33.0% |
| 6M | +51.8% | +52.3% | -0.5% | +84.7% |
| YTD | +44.6% | +6.5% | +38.1% | +17.9% |
| All | +13.9% | -6.2% | +20.1% | -21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling