+3.2%
WULF vs AMIX
-92.5%
+95.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -8.4% | +6.1% | -2.4% |
| 7D | +29.4% | -10.9% | +40.2% | +29.4% |
| 30D | -1.3% | -55.0% | +53.7% | -1.0% |
| 3M | -24.1% | -82.0% | +57.9% | -23.7% |
| 6M | -42.8% | -80.4% | +37.6% | -36.9% |
| YTD | +13.5% | -88.3% | +101.8% | +27.4% |
| 1Y | +3.2% | -92.4% | +95.5% | +16.9% |
| All | +3.2% | -92.5% | +95.7% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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