+23.7%
WULF vs SPXU
-33.2%
+56.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.4% | -5.5% | -2.5% |
| 7D | +15.6% | +1.3% | +14.3% | +17.4% |
| 30D | +5.7% | +5.1% | +0.6% | +12.1% |
| 3M | -32.3% | -9.1% | -23.2% | -37.6% |
| 6M | +23.7% | -29.6% | +53.3% | -7.9% |
| All | +23.7% | -33.2% | +56.9% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 6mo: compounded portfolio wealth divided by compounded SPXU 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…
6mo analysis · Full analysis span regression · 6 months rolling