-4.1%
WAT vs BLDR
+13.4%
-17.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.0% |
| 7D | -1.8% | -2.7% | +0.9% | -1.1% |
| 30D | -1.7% | -14.7% | +13.0% | +2.7% |
| 3M | +9.1% | -20.8% | +29.9% | +15.3% |
| 6M | +32.4% | -35.3% | +67.8% | +47.6% |
| YTD | +6.6% | -40.3% | +46.9% | +20.8% |
| 1Y | +34.7% | -56.3% | +91.0% | +66.8% |
| 3Y | +53.6% | -56.1% | +109.7% | +79.7% |
| 5Y | -4.1% | +12.9% | -17.0% | -20.5% |
| All | -4.1% | +13.4% | -17.4% | -20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling