+82.7%
WULF vs EQT
+50.4%
+32.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +4.0% |
| 7D | +1.4% | -2.0% | +3.4% | +1.7% |
| 30D | -2.6% | 0.0% | -2.6% | -2.7% |
| 3M | -34.0% | +5.9% | -39.9% | -34.9% |
| 6M | +10.0% | -14.8% | +24.8% | +12.7% |
| YTD | +45.7% | +1.8% | +43.9% | +43.9% |
| 1Y | +57.3% | +7.4% | +50.0% | +53.3% |
| 3Y | +878.9% | +33.6% | +845.3% | +828.5% |
| 5Y | -28.3% | +199.3% | -227.6% | -36.6% |
| All | +82.7% | +50.4% | +32.3% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling