+1,695.0%
WULF vs IP
+247.7%
+1,447.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +1.4% |
| 7D | +7.6% | -5.3% | +12.8% | +8.4% |
| 30D | -8.6% | -10.9% | +2.2% | -7.2% |
| 3M | -37.0% | +11.2% | -48.1% | -38.2% |
| 6M | +7.4% | -10.2% | +17.6% | +8.3% |
| YTD | +43.7% | -2.0% | +45.7% | +43.3% |
| 1Y | +86.1% | -19.1% | +105.2% | +89.8% |
| 3Y | +733.8% | +20.9% | +713.0% | +716.8% |
| 5Y | -33.6% | -17.8% | -15.8% | -32.9% |
| 10Y | +76.1% | +23.5% | +52.5% | +70.0% |
| All | +1,695.0% | +247.7% | +1,447.3% | +1,345.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 all: compounded portfolio wealth divided by compounded IP 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…
all analysis · Full analysis span regression · 6 months rolling