-30.9%
WULF vs HAL
+102.8%
-133.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.9% | -2.9% | -4.5% |
| 7D | -0.6% | -3.3% | +2.7% | +0.9% |
| 30D | -3.6% | +7.2% | -10.9% | -6.7% |
| 3M | -30.4% | -8.8% | -21.6% | -28.1% |
| 6M | +12.5% | +3.0% | +9.5% | +8.5% |
| YTD | +40.5% | +29.4% | +11.1% | +21.7% |
| 1Y | +53.0% | +62.8% | -9.8% | +15.7% |
| 3Y | +796.7% | -6.4% | +803.1% | +753.8% |
| 5Y | -30.9% | +103.6% | -134.5% | -34.3% |
| All | -30.9% | +102.8% | -133.7% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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