+18.7%
WOLF vs RACE
-12.7%
+31.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | +17.0% | +0.2% | +16.8% | +17.0% |
| 30D | -14.3% | +6.6% | -20.9% | -15.2% |
| 3M | -10.5% | +2.2% | -12.7% | -10.9% |
| 6M | -43.7% | +22.4% | -66.1% | -44.9% |
| YTD | +50.7% | +13.8% | +36.9% | +36.1% |
| 1Y | +46.7% | +2.2% | +44.5% | +19.2% |
| All | +18.7% | -12.7% | +31.4% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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