-53.5%
WULF vs OVV
+104.2%
-157.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.0% | +3.3% | +5.2% |
| 7D | +14.2% | +1.2% | +13.0% | +13.8% |
| 30D | -0.1% | -2.5% | +2.5% | +0.7% |
| 3M | -20.2% | +0.5% | -20.7% | -21.4% |
| 6M | -42.8% | +8.5% | -51.3% | -46.4% |
| YTD | +16.3% | +64.5% | -48.2% | -12.3% |
| 1Y | +8.0% | +64.7% | -56.7% | -19.1% |
| 3Y | +1,263.3% | +54.1% | +1,209.1% | +935.0% |
| 5Y | -53.5% | +95.4% | -148.9% | -63.3% |
| All | -53.5% | +104.2% | -157.6% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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