+23.7%
WULF vs JCI
+12.0%
+11.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -2.9% |
| 7D | +15.6% | +4.1% | +11.5% | +10.6% |
| 30D | +5.7% | -3.8% | +9.6% | +11.3% |
| 3M | -32.3% | -1.6% | -30.6% | -30.9% |
| 6M | +23.7% | +9.5% | +14.2% | +9.2% |
| All | +23.7% | +12.0% | +11.7% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 6mo: compounded portfolio wealth divided by compounded JCI 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…
6mo analysis · Full analysis span regression · 6 months rolling