Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • LITE vs WULF✓SelectedUSD · WULFLITE vs WULF performance historyLatest closeAs of+4.00%09/04
Stock and ETF performance explorer

LITE vs WULF

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+521.0%
WULF return
+83.4%
Excess return
+437.6%
Maximum drawdown
-42.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioWULFExcessAlpha
1D+4.0%+1.7%+2.3%+3.4%
7D-1.5%+7.6%-9.1%-4.1%
30D+6.7%-8.6%+15.3%+9.9%
3M-6.8%-37.0%+30.2%+4.9%
6M+29.4%+7.4%+22.0%+28.3%
YTD+139.1%+43.7%+95.4%+118.0%
1Y+521.0%+86.1%+434.9%+508.4%
All+521.0%+83.4%+437.6%+508.4%

Cumulative growth

Daily Returns

Daily percentage return beside WULF.

Daily Out/Under-Performance

Portfolio return minus WULF return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × WULF 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 1y: compounded portfolio wealth divided by compounded WULF 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…

1y analysis · Full analysis span regression · 6 months rolling