+23.4%
WOLF vs WCC
+66.1%
-42.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.3% | -4.2% | -4.2% |
| 7D | +2.4% | +6.8% | -4.4% | -4.5% |
| 30D | -6.9% | -3.0% | -3.9% | -3.1% |
| 3M | -44.1% | +0.2% | -44.3% | -43.4% |
| 6M | +53.6% | +33.2% | +20.4% | +29.6% |
| YTD | +56.7% | +45.8% | +10.9% | +34.6% |
| All | +23.4% | +66.1% | -42.7% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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