+42.6%
WULF vs LIN
+418.8%
-376.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.5% | +6.0% |
| 7D | +14.2% | +0.3% | +13.8% | +14.1% |
| 30D | -0.1% | +8.0% | -8.1% | -3.7% |
| 3M | -20.2% | +7.7% | -27.9% | -23.2% |
| 6M | -42.8% | +5.1% | -47.9% | -44.9% |
| YTD | +16.3% | +24.7% | -8.4% | +2.8% |
| 1Y | +8.0% | +25.1% | -17.1% | -4.9% |
| 3Y | +1,263.3% | +36.8% | +1,226.4% | +1,067.1% |
| 5Y | -53.5% | +67.9% | -121.4% | -63.9% |
| 10Y | +42.6% | +427.2% | -384.6% | -5.9% |
| All | +42.6% | +418.8% | -376.2% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling