-22.1%
WULF vs BTI
+24.7%
-46.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.4% | -10.0% | -5.9% |
| 7D | -12.8% | +5.3% | -18.1% | -11.9% |
| 30D | -20.9% | +19.1% | -40.0% | -19.6% |
| 3M | -38.0% | +6.5% | -44.5% | -36.4% |
| 6M | -47.5% | +9.4% | -56.9% | -49.2% |
| YTD | +1.8% | +14.4% | -12.6% | -8.9% |
| 1Y | -22.1% | +23.9% | -45.9% | -40.4% |
| All | -22.1% | +24.7% | -46.7% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling