+28.3%
WOLF vs RGEN
+33.2%
-4.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.2% | +6.8% | +5.9% |
| 7D | +9.7% | -4.9% | +14.6% | +11.2% |
| 30D | +12.5% | +5.7% | +6.9% | +10.9% |
| 3M | -57.7% | +32.4% | -90.2% | -61.1% |
| 6M | +37.7% | +33.2% | +4.5% | +23.7% |
| YTD | +62.8% | +2.3% | +60.6% | +71.9% |
| All | +28.3% | +33.2% | -4.9% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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