+23.4%
WOLF vs HRB
-5.7%
+29.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.6% | -3.9% | -6.4% |
| 7D | +2.4% | -10.6% | +13.0% | -3.5% |
| 30D | -6.9% | -0.8% | -6.1% | -6.9% |
| 3M | -44.1% | +19.1% | -63.1% | -36.0% |
| 6M | +53.6% | +48.7% | +4.9% | +85.1% |
| YTD | +56.7% | +7.1% | +49.6% | +28.2% |
| All | +23.4% | -5.7% | +29.1% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling