+878.9%
WULF vs JBL
+195.4%
+683.5%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.0% | -1.3% | -0.4% |
| 7D | +1.4% | +2.4% | -1.0% | -0.5% |
| 30D | -2.6% | -13.1% | +10.5% | +9.5% |
| 3M | -34.0% | -15.6% | -18.4% | -24.0% |
| 6M | +10.0% | +24.6% | -14.6% | -4.9% |
| YTD | +45.7% | +39.6% | +6.1% | +16.1% |
| 1Y | +57.3% | +48.6% | +8.7% | +18.9% |
| 3Y | +878.9% | +197.3% | +681.7% | +356.2% |
| All | +878.9% | +195.4% | +683.5% | +356.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 3y: compounded portfolio wealth divided by compounded JBL 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…
3y analysis · Full analysis span regression · 6 months rolling