-30.9%
WULF vs BIL
+19.4%
-50.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.7% |
| 7D | -0.6% | +0.1% | -0.6% | -0.1% |
| 30D | -3.6% | +0.3% | -3.9% | -1.1% |
| 3M | -30.4% | +0.9% | -31.3% | -24.8% |
| 6M | +12.5% | +1.8% | +10.7% | +26.8% |
| YTD | +40.5% | +2.5% | +38.0% | +60.5% |
| 1Y | +53.0% | +3.7% | +49.3% | +80.8% |
| 3Y | +796.7% | +14.1% | +782.6% | +1,323.9% |
| 5Y | -30.9% | +19.4% | -50.3% | +14.6% |
| All | -30.9% | +19.4% | -50.3% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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