+23.4%
WOLF vs WCN
-5.7%
+29.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.2% | -4.4% | -6.4% |
| 7D | +2.4% | -1.7% | +4.1% | +1.0% |
| 30D | -6.9% | -3.0% | -3.9% | -8.9% |
| 3M | -44.1% | +2.5% | -46.6% | -43.3% |
| 6M | +53.6% | -5.7% | +59.3% | +57.8% |
| YTD | +56.7% | -7.4% | +64.1% | +54.9% |
| All | +23.4% | -5.7% | +29.1% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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