+1,149.5%
WULF vs SPGI
+30.0%
+1,119.5%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -3.4% |
| 7D | +11.0% | +1.2% | +9.8% | +10.7% |
| 30D | +9.4% | +15.9% | -6.6% | +5.3% |
| 3M | -22.6% | +12.3% | -34.9% | -25.1% |
| 6M | -45.4% | +23.7% | -69.1% | -50.4% |
| YTD | +9.8% | -3.5% | +13.4% | +13.6% |
| 1Y | +8.0% | +0.4% | +7.6% | +6.9% |
| 3Y | +1,149.5% | +29.9% | +1,119.6% | +1,301.8% |
| All | +1,149.5% | +30.0% | +1,119.5% | +1,301.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 3y: compounded portfolio wealth divided by compounded SPGI 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…
3y analysis · Full analysis span regression · 6 months rolling