+14.8%
BLDR vs WU
-51.2%
+66.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | -2.7% | -4.9% | +2.2% | -0.3% |
| 30D | -14.7% | -1.3% | -13.4% | -14.2% |
| 3M | -20.8% | -3.6% | -17.3% | -21.1% |
| 6M | -35.3% | -24.3% | -11.0% | -27.3% |
| YTD | -40.3% | -21.1% | -19.2% | -34.5% |
| 1Y | -56.3% | -10.3% | -46.0% | -55.6% |
| 3Y | -56.1% | -28.4% | -27.8% | -50.9% |
| All | +14.8% | -51.2% | +66.0% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling