+13.9%
WOLF vs IBN
-4.8%
+18.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.6% | -7.1% | -7.4% |
| 7D | -6.2% | -5.5% | -0.8% | -3.1% |
| 30D | -16.5% | -3.4% | -13.1% | -14.9% |
| 3M | -42.0% | +8.7% | -50.7% | -45.6% |
| 6M | +51.8% | +3.7% | +48.1% | +42.1% |
| YTD | +44.6% | -2.4% | +46.9% | +37.9% |
| All | +13.9% | -4.8% | +18.7% | +7.9% |
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