+86.1%
WULF vs MSCI
+4.9%
+81.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.7% |
| 7D | +7.6% | +0.4% | +7.2% | +7.5% |
| 30D | -8.6% | +0.6% | -9.2% | -8.5% |
| 3M | -37.0% | -7.1% | -29.9% | -36.8% |
| 6M | +7.4% | +0.8% | +6.6% | +6.7% |
| YTD | +43.7% | +1.0% | +42.7% | +38.1% |
| 1Y | +86.1% | +4.3% | +81.8% | +71.6% |
| All | +86.1% | +4.9% | +81.2% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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