-36.7%
BLDR vs WU
-18.0%
-18.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +5.4% | +3.8% | +7.1% |
| 7D | +24.4% | +8.2% | +16.2% | +20.8% |
| 30D | +24.9% | +8.0% | +16.9% | +21.5% |
| 3M | -7.8% | -6.6% | -1.1% | -6.1% |
| 6M | -5.8% | -23.3% | +17.5% | +1.4% |
| YTD | -32.5% | -22.4% | -10.0% | -28.1% |
| 1Y | -36.7% | -18.0% | -18.7% | -34.8% |
| All | -36.7% | -18.0% | -18.7% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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