+608.2%
WDC vs BLDR
-7.0%
+615.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.9% | +9.3% | +8.6% |
| 7D | -3.2% | -10.3% | +7.1% | +0.3% |
| 30D | -19.0% | +19.6% | -38.6% | -24.4% |
| 3M | -28.4% | -17.0% | -11.4% | -25.1% |
| 6M | -39.2% | -16.7% | -22.5% | -37.5% |
| YTD | +82.1% | -39.4% | +121.5% | +107.5% |
| 1Y | +84.7% | -41.7% | +126.3% | +112.8% |
| 3Y | +825.6% | -49.9% | +875.5% | +940.0% |
| 5Y | +608.2% | -7.6% | +615.8% | +441.5% |
| All | +608.2% | -7.0% | +615.1% | +441.5% |
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 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