-58.0%
BLDR vs WU
-11.2%
-46.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.7% |
| 7D | -8.1% | -5.0% | -3.2% | -6.7% |
| 30D | -21.5% | -2.3% | -19.2% | -20.9% |
| 3M | -21.0% | -3.2% | -17.8% | -21.8% |
| 6M | -37.1% | -25.0% | -12.0% | -32.6% |
| YTD | -42.7% | -21.7% | -21.0% | -39.5% |
| 1Y | -58.0% | -9.0% | -49.0% | -57.5% |
| All | -58.0% | -11.2% | -46.8% | -57.5% |
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