-30.9%
WULF vs MSCI
-11.2%
-19.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.4% |
| 7D | +15.6% | -1.1% | +16.7% | +16.2% |
| 30D | +5.7% | -1.2% | +6.9% | +5.9% |
| 3M | -32.3% | -8.4% | -23.9% | -30.5% |
| 6M | +23.7% | -1.0% | +24.7% | +18.3% |
| YTD | +49.1% | -2.3% | +51.4% | +40.9% |
| 1Y | +66.3% | -1.2% | +67.5% | +55.9% |
| 3Y | +851.7% | +7.9% | +843.7% | +701.1% |
| 5Y | -30.9% | -10.1% | -20.9% | -35.3% |
| All | -30.9% | -11.2% | -19.8% | -35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling