-36.7%
BLDR vs WSM
+44.0%
-80.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +6.5% | +2.8% | +2.8% |
| 7D | +24.4% | +8.0% | +16.4% | +15.6% |
| 30D | +24.9% | +13.5% | +11.4% | +10.9% |
| 3M | -7.8% | +8.8% | -16.6% | -14.9% |
| 6M | -5.8% | +54.7% | -60.5% | -35.7% |
| YTD | -32.5% | +53.3% | -85.7% | -54.8% |
| 1Y | -36.7% | +41.1% | -77.8% | -53.9% |
| All | -36.7% | +44.0% | -80.7% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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