+10.3%
BLDR vs WWD
+187.1%
-176.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.5% | -3.2% |
| 7D | -8.1% | -2.9% | -5.3% | -6.6% |
| 30D | -21.5% | -6.6% | -14.9% | -18.8% |
| 3M | -21.0% | -9.3% | -11.7% | -17.2% |
| 6M | -37.1% | -13.6% | -23.4% | -32.4% |
| YTD | -42.7% | +10.4% | -53.0% | -45.9% |
| 1Y | -58.0% | +39.9% | -97.8% | -65.1% |
| 3Y | -57.8% | +165.0% | -222.9% | -76.9% |
| 5Y | +10.3% | +183.8% | -173.5% | -43.9% |
| All | +10.3% | +187.1% | -176.8% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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