+58.6%
BULZ price history and return analytics
+67.6%
-9.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.9% | -1.6% |
| 7D | -0.2% | -2.0% | +1.8% | +10.1% |
| 30D | +7.7% | -1.4% | +9.1% | +16.4% |
| 3M | +3.8% | +4.7% | -1.0% | -11.3% |
| 6M | +73.8% | +11.4% | +62.4% | +17.4% |
| YTD | +49.2% | +13.1% | +36.1% | -4.8% |
| 1Y | +80.9% | +19.0% | +61.9% | -5.0% |
| 3Y | +428.6% | +73.9% | +354.7% | -35.2% |
| 5Y | +40.3% | +65.4% | -25.1% | -55.6% |
| All | +58.6% | +67.6% | -9.0% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling