+4.1%
WOLF vs MDY
+17.5%
-13.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | -0.4% |
| 7D | -14.5% | +1.7% | -16.2% | -19.3% |
| 30D | -32.0% | +1.2% | -33.2% | -34.1% |
| 3M | -15.8% | -3.5% | -12.3% | -2.4% |
| 6M | -36.6% | +3.5% | -40.1% | -36.9% |
| YTD | +30.9% | +13.6% | +17.3% | +15.1% |
| 1Y | +4.1% | +17.1% | -13.0% | -11.4% |
| All | +4.1% | +17.5% | -13.4% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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