+1,762.4%
WULF vs JCI
+2,334.2%
-571.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.9% |
| 7D | +15.6% | +4.1% | +11.5% | +14.9% |
| 30D | +5.7% | -3.8% | +9.6% | +6.5% |
| 3M | -32.3% | -1.6% | -30.6% | -32.0% |
| 6M | +23.7% | +9.5% | +14.2% | +22.6% |
| YTD | +49.1% | +21.7% | +27.4% | +45.6% |
| 1Y | +66.3% | +37.1% | +29.2% | +59.7% |
| 3Y | +851.7% | +165.2% | +686.5% | +756.3% |
| 5Y | -30.9% | +110.3% | -141.2% | -36.6% |
| 10Y | +86.9% | +341.0% | -254.1% | +64.0% |
| All | +1,762.4% | +2,334.2% | -571.9% | +1,803.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling