+2,698.4%
WAB vs BLDR
+414.6%
+2,283.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.2% |
| 7D | -3.2% | -2.8% | -0.4% | -2.6% |
| 30D | -4.4% | -13.3% | +8.8% | -1.6% |
| 3M | +7.9% | -12.3% | +20.1% | +10.3% |
| 6M | +8.7% | -31.5% | +40.2% | +17.0% |
| YTD | +33.0% | -36.1% | +69.0% | +44.6% |
| 1Y | +46.7% | -54.1% | +100.7% | +71.1% |
| 3Y | +153.0% | -55.8% | +208.8% | +187.3% |
| 5Y | +222.3% | +20.7% | +201.5% | +184.4% |
| 10Y | +291.0% | +390.2% | -99.3% | +136.9% |
| All | +2,698.4% | +414.6% | +2,283.7% | +961.9% |
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