-53.5%
WULF vs MSCI
+8.1%
-61.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.7% | +5.7% | +5.9% |
| 7D | +14.2% | -1.9% | +16.1% | +15.6% |
| 30D | -0.1% | +16.5% | -16.5% | -9.6% |
| 3M | -20.2% | +18.2% | -38.4% | -28.9% |
| 6M | -42.8% | +14.0% | -56.8% | -49.6% |
| YTD | +16.3% | +16.6% | -0.3% | -2.2% |
| 1Y | +8.0% | +14.8% | -6.8% | -8.2% |
| 3Y | +1,263.3% | +33.3% | +1,230.0% | +880.5% |
| 5Y | -53.5% | +9.1% | -62.6% | -59.3% |
| All | -53.5% | +8.1% | -61.6% | -59.3% |
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