-45.4%
WULF vs OVV
+12.7%
-58.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -2.9% |
| 7D | +11.0% | +8.0% | +2.9% | +14.4% |
| 30D | +9.4% | -2.0% | +11.4% | +8.8% |
| 3M | -22.6% | +5.4% | -28.1% | -19.7% |
| 6M | -45.4% | +14.3% | -59.7% | -39.9% |
| All | -45.4% | +12.7% | -58.1% | -39.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling