+12.0%
WBD vs BLDR
+372.1%
-360.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.9% | +5.0% | +2.2% |
| 7D | -0.6% | -8.1% | +7.5% | +1.8% |
| 30D | +4.2% | -21.5% | +25.7% | +11.5% |
| 3M | +7.5% | -21.0% | +28.5% | +13.5% |
| 6M | +1.6% | -37.1% | +38.6% | +13.8% |
| YTD | -2.2% | -42.7% | +40.5% | +11.8% |
| 1Y | +124.9% | -58.0% | +182.8% | +182.2% |
| 3Y | +149.1% | -57.8% | +207.0% | +201.2% |
| 5Y | +7.8% | +10.3% | -2.4% | -4.2% |
| All | +12.0% | +372.1% | -360.1% | -33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling