+1,379.2%
WDC vs BLDR
-55.5%
+1,434.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.9% | +7.0% | +3.4% |
| 7D | +6.0% | -0.3% | +6.3% | +6.0% |
| 30D | +9.9% | -16.2% | +26.1% | +14.5% |
| 3M | -9.4% | -14.4% | +5.0% | -7.1% |
| 6M | +94.7% | -32.8% | +127.5% | +113.6% |
| YTD | +177.4% | -39.2% | +216.5% | +211.4% |
| 1Y | +412.6% | -57.7% | +470.3% | +535.3% |
| All | +1,379.2% | -55.5% | +1,434.7% | +1,689.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling