-30.9%
WULF vs NDAQ
+48.4%
-79.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.3% | -3.4% | -4.0% |
| 7D | -0.6% | -6.8% | +6.2% | +4.9% |
| 30D | -3.6% | -3.2% | -0.5% | -1.3% |
| 3M | -30.4% | +6.5% | -36.9% | -35.6% |
| 6M | +12.5% | +5.7% | +6.7% | +2.7% |
| YTD | +40.5% | -4.6% | +45.1% | +39.1% |
| 1Y | +53.0% | -1.6% | +54.6% | +46.8% |
| 3Y | +796.7% | +86.4% | +710.2% | +385.1% |
| 5Y | -30.9% | +50.3% | -81.2% | -56.6% |
| All | -30.9% | +48.4% | -79.2% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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