-40.6%
WULF vs RIVN
-85.0%
+44.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.8% |
| 7D | +1.4% | +1.8% | -0.4% | +0.6% |
| 30D | -2.6% | +0.6% | -3.2% | -3.1% |
| 3M | -34.0% | +3.2% | -37.1% | -36.6% |
| 6M | +10.0% | -3.7% | +13.7% | +8.6% |
| YTD | +45.7% | -18.7% | +64.4% | +52.5% |
| 1Y | +57.3% | +14.7% | +42.6% | +31.6% |
| 3Y | +878.9% | -31.5% | +910.5% | +843.2% |
| All | -40.6% | -85.0% | +44.4% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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