-24.7%
WULF vs AON
+6.4%
-31.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +4.0% |
| 7D | +1.4% | -6.3% | +7.7% | +2.6% |
| 30D | -2.6% | -14.1% | +11.5% | +0.1% |
| 3M | -34.0% | -9.5% | -24.5% | -33.7% |
| 6M | +10.0% | -4.0% | +14.0% | +7.2% |
| YTD | +45.7% | -13.8% | +59.5% | +46.9% |
| 1Y | +57.3% | -18.3% | +75.6% | +62.9% |
| 3Y | +878.9% | -7.2% | +886.1% | +820.6% |
| All | -24.7% | +6.4% | -31.1% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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