+57.3%
WULF vs WWD
+41.6%
+15.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.4% | +2.6% |
| 7D | +1.4% | -2.6% | +4.0% | +3.4% |
| 30D | -2.6% | -6.9% | +4.3% | +3.0% |
| 3M | -34.0% | -13.0% | -20.9% | -26.8% |
| 6M | +10.0% | -12.5% | +22.4% | +21.3% |
| YTD | +45.7% | +11.8% | +33.8% | +37.1% |
| 1Y | +57.3% | +41.1% | +16.3% | +45.5% |
| All | +57.3% | +41.6% | +15.8% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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