+83.8%
WULF vs MSCI
+3,191.3%
-3,107.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.6% | -3.5% |
| 7D | +11.0% | +3.0% | +8.0% | +10.4% |
| 30D | +9.4% | +17.8% | -8.4% | +5.7% |
| 3M | -22.6% | +15.2% | -37.8% | -25.0% |
| 6M | -45.4% | +16.5% | -61.9% | -47.7% |
| YTD | +9.8% | +16.4% | -6.5% | +4.6% |
| 1Y | +8.0% | +16.8% | -8.8% | +2.7% |
| 3Y | +1,149.5% | +35.8% | +1,113.7% | +1,053.1% |
| 5Y | -55.6% | +7.0% | -62.6% | -57.8% |
| 10Y | +34.7% | +818.6% | -783.9% | +1.3% |
| All | +83.8% | +3,191.3% | -3,107.5% | +9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling