-27.4%
WULF vs EQT
+197.4%
-224.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.6% | -6.4% | -6.0% |
| 7D | -0.6% | -1.2% | +0.6% | -0.1% |
| 30D | -3.6% | +1.1% | -4.7% | -4.1% |
| 3M | -30.4% | +4.8% | -35.2% | -32.2% |
| 6M | +12.5% | -10.6% | +23.1% | +16.4% |
| YTD | +40.5% | +3.4% | +37.0% | +35.5% |
| 1Y | +53.0% | +8.7% | +44.3% | +43.2% |
| 3Y | +796.7% | +35.0% | +761.7% | +678.2% |
| All | -27.4% | +197.4% | -224.8% | -41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling