+504.1%
WULF vs RY
+11,191.3%
-10,687.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.6% | +9.8% | +10.3% |
| 7D | +0.2% | -0.6% | +0.8% | +0.4% |
| 30D | -8.8% | +6.1% | -14.9% | -10.1% |
| 3M | -22.5% | -3.4% | -19.1% | -21.7% |
| 6M | -46.3% | +12.8% | -59.1% | -47.7% |
| YTD | +9.3% | +21.0% | -11.7% | +5.2% |
| 1Y | -12.2% | +40.5% | -52.6% | -18.2% |
| 3Y | +1,181.6% | +159.9% | +1,021.7% | +973.8% |
| 5Y | -55.4% | +125.0% | -180.4% | -61.5% |
| 10Y | +34.1% | +350.6% | -316.5% | +8.7% |
| All | +504.1% | +11,191.3% | -10,687.2% | +362.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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