-30.9%
WULF vs BUD
+44.8%
-75.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.4% | -5.4% | -5.6% |
| 7D | -0.6% | -3.2% | +2.6% | +0.8% |
| 30D | -3.6% | -3.7% | 0.0% | -2.3% |
| 3M | -30.4% | -4.4% | -26.0% | -29.7% |
| 6M | +12.5% | +7.7% | +4.7% | +7.5% |
| YTD | +40.5% | +23.1% | +17.4% | +26.7% |
| 1Y | +53.0% | +33.6% | +19.4% | +31.4% |
| 3Y | +796.7% | +44.7% | +752.0% | +614.5% |
| 5Y | -30.9% | +44.9% | -75.8% | -45.3% |
| All | -30.9% | +44.8% | -75.6% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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