-24.7%
WULF vs SU
+348.9%
-373.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.9% | +3.8% |
| 7D | +1.4% | +2.2% | -0.8% | +0.4% |
| 30D | -2.6% | +8.4% | -11.1% | -6.5% |
| 3M | -34.0% | +12.1% | -46.1% | -38.0% |
| 6M | +10.0% | +19.7% | -9.7% | -2.1% |
| YTD | +45.7% | +58.4% | -12.7% | +12.3% |
| 1Y | +57.3% | +67.2% | -9.9% | +17.3% |
| 3Y | +878.9% | +125.0% | +753.9% | +520.3% |
| All | -24.7% | +348.9% | -373.7% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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