-24.7%
WULF vs BTI
+118.0%
-142.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.4% |
| 7D | +1.4% | -0.2% | +1.6% | +1.5% |
| 30D | -2.6% | -1.1% | -1.5% | -2.4% |
| 3M | -34.0% | -8.8% | -25.2% | -32.5% |
| 6M | +10.0% | -4.0% | +13.9% | +8.8% |
| YTD | +45.7% | +0.4% | +45.3% | +40.6% |
| 1Y | +57.3% | +1.9% | +55.4% | +50.8% |
| 3Y | +878.9% | +108.5% | +770.4% | +494.5% |
| All | -24.7% | +118.0% | -142.7% | -43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling