+86.1%
WULF vs HRB
+1.1%
+85.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.0% | +5.7% | +0.2% |
| 7D | +7.6% | -5.7% | +13.2% | +5.1% |
| 30D | -8.6% | +7.9% | -16.5% | -5.2% |
| 3M | -37.0% | +32.1% | -69.1% | -27.9% |
| 6M | +7.4% | +62.2% | -54.8% | +32.1% |
| YTD | +43.7% | +16.4% | +27.3% | +54.5% |
| 1Y | +86.1% | -0.3% | +86.4% | +89.5% |
| All | +86.1% | +1.1% | +85.1% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling