+822.0%
WDC vs BLDR
-49.4%
+871.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.9% | +9.3% | +8.5% |
| 7D | -3.2% | -10.3% | +7.1% | -0.7% |
| 30D | -19.0% | +19.6% | -38.6% | -23.0% |
| 3M | -28.4% | -17.0% | -11.4% | -25.6% |
| 6M | -39.2% | -16.7% | -22.5% | -37.5% |
| YTD | +82.1% | -39.4% | +121.5% | +103.9% |
| 1Y | +84.7% | -41.7% | +126.3% | +108.7% |
| All | +822.0% | -49.4% | +871.3% | +999.4% |
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