+1,654.8%
WULF vs PNC
+2,517.6%
-862.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.0% | -6.7% | -5.9% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | -3.6% | -4.4% | +0.8% | -3.0% |
| 3M | -30.4% | +5.3% | -35.7% | -31.1% |
| 6M | +12.5% | +19.6% | -7.1% | +9.3% |
| YTD | +40.5% | +19.1% | +21.3% | +36.7% |
| 1Y | +53.0% | +24.3% | +28.7% | +48.0% |
| 3Y | +796.7% | +132.2% | +664.5% | +716.8% |
| 5Y | -30.9% | +52.3% | -83.2% | -34.4% |
| 10Y | +76.1% | +274.8% | -198.7% | +59.0% |
| All | +1,654.8% | +2,517.6% | -862.9% | +1,142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 all: compounded portfolio wealth divided by compounded PNC 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…
all analysis · Full analysis span regression · 6 months rolling