+86.9%
WULF vs FIX
+5,928.8%
-5,841.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.1% | -3.1% |
| 7D | +15.6% | +3.5% | +12.1% | +13.9% |
| 30D | +5.7% | -3.5% | +9.3% | +7.8% |
| 3M | -32.3% | -11.8% | -20.5% | -27.7% |
| 6M | +23.7% | +17.8% | +5.9% | +17.8% |
| YTD | +49.1% | +73.3% | -24.2% | +21.3% |
| 1Y | +66.3% | +128.1% | -61.8% | +21.4% |
| 3Y | +851.7% | +772.7% | +79.0% | +373.3% |
| 5Y | -30.9% | +2,166.4% | -2,197.4% | -70.1% |
| 10Y | +86.9% | +6,034.5% | -5,947.5% | -22.7% |
| All | +86.9% | +5,928.8% | -5,841.9% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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