+2,847.8%
WAB vs BLDR
+374.7%
+2,473.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.8% | -1.1% |
| 7D | +5.1% | -3.0% | +8.0% | +5.7% |
| 30D | +4.0% | +20.1% | -16.1% | -0.9% |
| 3M | +0.1% | -17.5% | +17.6% | +3.5% |
| 6M | +12.8% | -16.1% | +28.9% | +15.4% |
| YTD | +40.1% | -41.0% | +81.1% | +53.9% |
| 1Y | +46.4% | -41.6% | +88.0% | +60.9% |
| 3Y | +167.4% | -50.8% | +218.2% | +195.2% |
| 5Y | +215.0% | -10.8% | +225.8% | +195.2% |
| 10Y | +269.2% | +486.3% | -217.1% | +114.7% |
| All | +2,847.8% | +374.7% | +2,473.1% | +1,029.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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