+25.2%
WOLF vs SUI
-4.2%
+29.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +4.5% |
| 7D | +21.5% | -2.4% | +23.9% | +18.3% |
| 30D | -1.2% | +3.3% | -4.6% | +4.7% |
| 3M | -8.2% | +0.7% | -8.8% | -4.9% |
| 6M | -45.0% | -4.1% | -40.8% | -44.0% |
| YTD | +59.0% | -1.8% | +60.8% | +66.7% |
| 1Y | +59.1% | -4.1% | +63.1% | +60.4% |
| All | +25.2% | -4.2% | +29.4% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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