-56.7%
BLDR vs WU
-28.6%
-28.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | -2.7% | -4.9% | +2.2% | -0.6% |
| 30D | -14.7% | -1.3% | -13.4% | -14.3% |
| 3M | -20.8% | -3.6% | -17.3% | -21.2% |
| 6M | -35.3% | -24.3% | -11.0% | -28.1% |
| YTD | -40.3% | -21.1% | -19.2% | -35.1% |
| 1Y | -56.3% | -10.3% | -46.0% | -55.8% |
| All | -56.7% | -28.6% | -28.1% | -53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling