+436.9%
BLDR vs WU
-19.6%
+456.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +3.2% |
| 7D | -2.8% | -0.8% | -2.0% | -2.3% |
| 30D | -13.3% | -1.1% | -12.2% | -12.8% |
| 3M | -12.3% | -3.9% | -8.4% | -12.5% |
| 6M | -31.5% | -20.7% | -10.8% | -22.0% |
| YTD | -36.1% | -18.4% | -17.7% | -29.1% |
| 1Y | -54.1% | -8.1% | -46.0% | -54.1% |
| 3Y | -55.8% | -24.2% | -31.6% | -50.8% |
| 5Y | +20.7% | -50.4% | +71.2% | +78.0% |
| 10Y | +390.2% | -40.0% | +430.3% | +495.2% |
| All | +436.9% | -19.6% | +456.5% | +389.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling