+509.8%
WULF vs DRI
+8,063.4%
-7,553.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.3% |
| 7D | +11.0% | +1.1% | +9.9% | +10.9% |
| 30D | +9.4% | +9.7% | -0.3% | +8.2% |
| 3M | -22.6% | +3.2% | -25.8% | -23.0% |
| 6M | -45.4% | +20.6% | -66.0% | -46.8% |
| YTD | +9.8% | +28.3% | -18.4% | +6.5% |
| 1Y | +8.0% | +34.5% | -26.5% | +4.1% |
| 3Y | +1,149.5% | +66.5% | +1,083.0% | +1,082.4% |
| 5Y | -55.6% | +79.6% | -135.2% | -58.2% |
| 10Y | +34.7% | +333.8% | -299.1% | +24.1% |
| All | +509.8% | +8,063.4% | -7,553.6% | +465.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 all: compounded portfolio wealth divided by compounded DRI 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…
all analysis · Full analysis span regression · 6 months rolling