+843.9%
WULF vs BEN
+51.0%
+792.8%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.3% | -4.4% | -4.4% |
| 7D | -0.6% | +0.3% | -0.9% | -0.8% |
| 30D | -3.6% | +0.9% | -4.5% | -4.3% |
| 3M | -30.4% | +9.2% | -39.6% | -36.1% |
| 6M | +12.5% | +36.8% | -24.3% | -17.4% |
| YTD | +40.5% | +44.4% | -3.9% | -2.8% |
| 1Y | +53.0% | +45.8% | +7.1% | +4.1% |
| All | +843.9% | +51.0% | +792.8% | +646.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling