+3.6%
WBD vs BLDR
+10.9%
-7.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -2.9% | -1.4% |
| 7D | -0.7% | -8.2% | +7.5% | +2.2% |
| 30D | +1.4% | -16.6% | +18.0% | +7.7% |
| 3M | +4.4% | -23.2% | +27.6% | +12.5% |
| 6M | +0.8% | -33.7% | +34.6% | +13.5% |
| YTD | -2.7% | -41.3% | +38.6% | +13.4% |
| 1Y | +73.4% | -58.8% | +132.2% | +132.6% |
| 3Y | +142.1% | -57.5% | +199.6% | +198.3% |
| All | +3.6% | +10.9% | -7.3% | -33.7% |
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