-24.7%
WULF vs XLU
+42.8%
-67.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.9% |
| 7D | +1.4% | -1.6% | +3.0% | +2.7% |
| 30D | -2.6% | -3.3% | +0.7% | -0.1% |
| 3M | -34.0% | -3.2% | -30.8% | -32.7% |
| 6M | +10.0% | -7.0% | +16.9% | +15.5% |
| YTD | +45.7% | +0.6% | +45.1% | +45.2% |
| 1Y | +57.3% | +2.4% | +54.9% | +55.1% |
| 3Y | +878.9% | +46.3% | +832.7% | +685.6% |
| All | -24.7% | +42.8% | -67.5% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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