+27.7%
WULF vs RACE
+658.1%
-630.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.2% | +1.8% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | -8.8% | +6.6% | -15.4% | -11.0% |
| 3M | -22.5% | +2.2% | -24.7% | -23.1% |
| 6M | -46.3% | +22.4% | -68.7% | -50.6% |
| YTD | +9.3% | +13.8% | -4.5% | +3.1% |
| 1Y | -12.2% | +2.2% | -14.4% | -14.0% |
| 3Y | +1,181.6% | +25.6% | +1,156.0% | +1,067.7% |
| 5Y | -55.4% | +71.0% | -126.4% | -64.0% |
| 10Y | +34.1% | +739.1% | -705.0% | +7.4% |
| All | +27.7% | +658.1% | -630.5% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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