+57.8%
XBI vs WOLF
+44.0%
+13.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.4% | -0.6% |
| 7D | -4.6% | -8.6% | +3.9% | -4.1% |
| 30D | -2.0% | -18.3% | +16.3% | -0.9% |
| 3M | +17.8% | -43.1% | +60.9% | +20.1% |
| 6M | +23.7% | +42.4% | -18.7% | +15.6% |
| YTD | +28.2% | +48.9% | -20.6% | +19.2% |
| All | +57.8% | +44.0% | +13.8% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WOLF.
Daily Out/Under-Performance
Portfolio return minus WOLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WOLF 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 WOLF 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