+17.3%
WOLF vs IBN
-3.0%
+20.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +1.8% |
| 7D | -8.6% | -3.0% | -5.6% | -7.0% |
| 30D | -18.3% | -1.5% | -16.8% | -17.7% |
| 3M | -43.1% | +7.9% | -51.0% | -46.1% |
| 6M | +42.4% | +8.6% | +33.8% | +31.1% |
| YTD | +48.9% | -0.6% | +49.4% | +40.4% |
| All | +17.3% | -3.0% | +20.3% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling