-24.7%
WULF vs TRMB
-39.0%
+14.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +2.2% |
| 7D | +1.4% | -3.0% | +4.4% | +4.7% |
| 30D | -2.6% | +2.3% | -4.9% | -5.8% |
| 3M | -34.0% | +15.3% | -49.3% | -46.5% |
| 6M | +10.0% | -14.7% | +24.7% | +23.6% |
| YTD | +45.7% | -26.4% | +72.1% | +91.6% |
| 1Y | +57.3% | -30.4% | +87.7% | +120.5% |
| 3Y | +878.9% | +13.5% | +865.4% | +746.3% |
| All | -24.7% | -39.0% | +14.2% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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