+12.9%
BLDR vs WCC
+228.2%
-215.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.3% |
| 7D | -2.7% | +6.8% | -9.5% | -5.8% |
| 30D | -14.7% | -3.0% | -11.7% | -13.8% |
| 3M | -20.8% | +0.2% | -21.0% | -21.8% |
| 6M | -35.3% | +33.2% | -68.5% | -45.2% |
| YTD | -40.3% | +45.8% | -86.1% | -52.0% |
| 1Y | -56.3% | +68.4% | -124.7% | -67.6% |
| 3Y | -56.1% | +131.1% | -187.2% | -74.4% |
| 5Y | +12.9% | +225.6% | -212.7% | -49.6% |
| All | +12.9% | +228.2% | -215.3% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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