+336.3%
WBD vs BLDR
+312.4%
+23.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.5% | -47.7% | +87.2% | +47.0% |
| 7D | +39.5% | -47.7% | +87.2% | +47.0% |
| 30D | +39.5% | -47.7% | +87.2% | +47.0% |
| 3M | +39.5% | -47.7% | +87.2% | +47.0% |
| 6M | +39.5% | -47.7% | +87.2% | +47.0% |
| YTD | +39.5% | -47.7% | +87.2% | +47.0% |
| 1Y | +63.0% | -56.7% | +119.7% | +77.7% |
| 3Y | +206.7% | -53.6% | +260.4% | +226.4% |
| 5Y | +18.4% | +5.5% | +12.9% | +8.6% |
| 10Y | +11.8% | +391.4% | -379.7% | -24.0% |
| All | +336.3% | +312.4% | +23.9% | +102.5% |
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 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