-22.1%
WULF vs UPS
+29.9%
-52.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +4.7% | -11.3% | -7.0% |
| 7D | -12.8% | +8.2% | -21.0% | -13.6% |
| 30D | -20.9% | +22.7% | -43.6% | -23.1% |
| 3M | -38.0% | +6.4% | -44.5% | -38.1% |
| 6M | -47.5% | +22.6% | -70.1% | -49.6% |
| YTD | +1.8% | +20.7% | -18.9% | +0.1% |
| 1Y | -22.1% | +30.6% | -52.7% | -17.2% |
| All | -22.1% | +29.9% | -52.0% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 1y: compounded portfolio wealth divided by compounded UPS 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…
1y analysis · Full analysis span regression · 6 months rolling