-22.1%
WULF vs ITOT
+14.7%
-36.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.5% | -8.2% | -12.5% |
| 7D | -12.8% | -0.7% | -12.2% | -10.5% |
| 30D | -20.9% | -1.1% | -19.8% | -16.1% |
| 3M | -38.0% | -0.8% | -37.2% | -34.8% |
| 6M | -47.5% | +7.0% | -54.5% | -57.8% |
| YTD | +1.8% | +13.3% | -11.5% | -31.5% |
| 1Y | -22.1% | +14.8% | -36.9% | -49.3% |
| All | -22.1% | +14.7% | -36.7% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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