-30.9%
WULF vs PRU
+43.7%
-74.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -2.7% |
| 7D | +15.6% | -1.9% | +17.5% | +17.6% |
| 30D | +5.7% | -2.6% | +8.3% | +8.0% |
| 3M | -32.3% | +14.7% | -47.0% | -41.7% |
| 6M | +23.7% | +25.7% | -2.0% | -3.2% |
| YTD | +49.1% | +8.3% | +40.8% | +34.6% |
| 1Y | +66.3% | +17.3% | +49.0% | +37.9% |
| 3Y | +851.7% | +43.2% | +808.5% | +594.2% |
| 5Y | -30.9% | +43.5% | -74.4% | -43.4% |
| All | -30.9% | +43.7% | -74.7% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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