+292.0%
WULF vs RBA
+4,075.0%
-3,783.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.2% | -3.4% |
| 7D | +11.0% | +1.7% | +9.3% | +10.7% |
| 30D | +9.4% | +8.3% | +1.0% | +7.5% |
| 3M | -22.6% | +10.5% | -33.2% | -24.4% |
| 6M | -45.4% | -5.9% | -39.5% | -45.4% |
| YTD | +9.8% | -6.9% | +16.7% | +10.0% |
| 1Y | +8.0% | -4.9% | +12.9% | +7.8% |
| 3Y | +1,149.5% | +64.5% | +1,085.0% | +1,063.0% |
| 5Y | -55.6% | +46.1% | -101.7% | -58.3% |
| 10Y | +34.7% | +208.2% | -173.5% | +15.7% |
| All | +292.0% | +4,075.0% | -3,783.0% | +237.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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