-30.9%
WULF vs ACI
-44.6%
+13.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.3% | -4.5% | -5.6% |
| 7D | -0.6% | -7.1% | +6.5% | +0.4% |
| 30D | -3.6% | -4.5% | +0.8% | -3.2% |
| 3M | -30.4% | -22.3% | -8.1% | -28.1% |
| 6M | +12.5% | -28.4% | +40.9% | +17.6% |
| YTD | +40.5% | -29.5% | +70.0% | +47.2% |
| 1Y | +53.0% | -34.2% | +87.2% | +63.0% |
| 3Y | +796.7% | -45.7% | +842.3% | +895.3% |
| 5Y | -30.9% | -40.8% | +9.9% | -23.4% |
| All | -30.9% | -44.6% | +13.7% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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