+17.3%
WOLF vs UUUU
-25.0%
+42.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.0% | +8.0% | +5.3% |
| 7D | -8.6% | -10.5% | +1.9% | -3.7% |
| 30D | -18.3% | -10.5% | -7.8% | -14.4% |
| 3M | -43.1% | -14.1% | -29.0% | -38.7% |
| 6M | +42.4% | -35.5% | +77.9% | +67.3% |
| YTD | +48.9% | -10.9% | +59.8% | +66.1% |
| All | +17.3% | -25.0% | +42.3% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling