-30.9%
WULF vs MUB
+0.7%
-31.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.7% | -5.0% | -3.6% |
| 7D | -0.6% | -1.2% | +0.7% | +3.4% |
| 30D | -3.6% | -2.8% | -0.9% | +4.9% |
| 3M | -30.4% | -3.1% | -27.4% | -23.6% |
| 6M | +12.5% | -2.9% | +15.3% | +23.7% |
| YTD | +40.5% | -2.0% | +42.5% | +51.1% |
| 1Y | +53.0% | 0.0% | +53.0% | +55.6% |
| 3Y | +796.7% | +7.4% | +789.3% | +651.1% |
| 5Y | -30.9% | +0.8% | -31.7% | -38.5% |
| All | -30.9% | +0.7% | -31.6% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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