+36.5%
WOLF vs IBN
+12.1%
+24.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.4% | -6.7% | -6.6% |
| 7D | +4.4% | +1.9% | +2.5% | +3.3% |
| 30D | +1.0% | +22.1% | -21.1% | -10.6% |
| 3M | -21.2% | +17.1% | -38.3% | -28.1% |
| 6M | -60.3% | +35.5% | -95.9% | -69.0% |
| YTD | +42.6% | +16.8% | +25.8% | +24.4% |
| 1Y | +36.5% | +12.4% | +24.1% | +9.9% |
| All | +36.5% | +12.1% | +24.4% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling