+850.0%
WULF vs AMIX
-99.9%
+949.9%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.2% | +8.4% | +8.2% |
| 7D | +21.9% | -3.4% | +25.3% | +22.0% |
| 30D | +4.6% | -54.4% | +58.9% | +5.7% |
| 3M | -30.9% | -45.7% | +14.8% | -30.6% |
| 6M | +29.9% | -49.2% | +79.1% | +30.5% |
| YTD | +55.4% | -60.3% | +115.8% | +58.6% |
| 1Y | +94.1% | -81.4% | +175.5% | +105.4% |
| All | +850.0% | -99.9% | +949.9% | +785.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling