-30.9%
WULF vs O
+14.0%
-44.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -4.9% | -5.3% |
| 7D | -0.6% | -3.5% | +3.0% | +1.4% |
| 30D | -3.6% | -3.3% | -0.3% | -1.9% |
| 3M | -30.4% | -2.8% | -27.6% | -30.3% |
| 6M | +12.5% | -5.8% | +18.2% | +14.9% |
| YTD | +40.5% | +9.4% | +31.1% | +29.7% |
| 1Y | +53.0% | +5.7% | +47.3% | +43.6% |
| 3Y | +796.7% | +27.2% | +769.4% | +597.7% |
| 5Y | -30.9% | +17.2% | -48.1% | -39.6% |
| All | -30.9% | +14.0% | -44.9% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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