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+11.04%09/08
Stock and ETF performance explorer

LITE vs WULF

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+2,502.5%
WULF return
+92.2%
Excess return
+2,410.3%
Maximum drawdown
-66.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioWULFExcessAlpha
1D+11.0%+8.2%+2.9%+10.3%
7D+12.6%+21.9%-9.3%+10.5%
30D+9.9%+4.6%+5.4%+9.6%
3M+9.3%-30.9%+40.2%+12.9%
6M+75.2%+29.9%+45.3%+71.6%
YTD+165.5%+55.4%+110.0%+154.9%
1Y+555.0%+94.1%+460.8%+515.9%
3Y+1,870.5%+892.2%+978.2%+1,514.9%
5Y+1,009.8%-26.7%+1,036.6%+769.4%
10Y+2,502.5%+94.0%+2,408.5%+2,074.8%
All+2,502.5%+92.2%+2,410.3%+2,074.8%

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 10y: 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…

10y analysis · Full analysis span regression · 6 months rolling