-24.7%
WULF vs BEN
+36.0%
-60.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +1.4% | -3.1% | +4.5% | +4.8% |
| 30D | -2.6% | +0.2% | -2.8% | -2.7% |
| 3M | -34.0% | +6.8% | -40.8% | -38.3% |
| 6M | +10.0% | +38.1% | -28.1% | -20.7% |
| YTD | +45.7% | +44.3% | +1.3% | -0.4% |
| 1Y | +57.3% | +42.6% | +14.8% | +8.3% |
| 3Y | +878.9% | +52.3% | +826.6% | +532.6% |
| All | -24.7% | +36.0% | -60.7% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling