+7.6%
WOLF vs RACE
-12.6%
+20.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.8% | -1.5% | +18.3% | +17.1% |
| 7D | +8.2% | +5.1% | +3.1% | +7.3% |
| 30D | -24.2% | +7.7% | -31.9% | -25.1% |
| 3M | -13.8% | +2.2% | -15.9% | -14.1% |
| 6M | -44.8% | +23.8% | -68.5% | -45.9% |
| YTD | +36.6% | +13.9% | +22.7% | +23.4% |
| 1Y | +27.6% | +3.8% | +23.8% | +5.2% |
| All | +7.6% | -12.6% | +20.2% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling