+5,740.7%
WDC vs BLDR
+414.6%
+5,326.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.5% | +3.4% | +5.3% |
| 7D | +1.7% | -2.8% | +4.6% | +2.4% |
| 30D | -10.0% | -13.3% | +3.3% | -7.2% |
| 3M | -18.8% | -12.3% | -6.5% | -17.3% |
| 6M | +79.0% | -31.5% | +110.5% | +92.4% |
| YTD | +171.6% | -36.1% | +207.6% | +195.3% |
| 1Y | +417.4% | -54.1% | +471.5% | +504.0% |
| 3Y | +1,251.8% | -55.8% | +1,307.6% | +1,445.0% |
| 5Y | +911.7% | +20.7% | +891.0% | +806.9% |
| 10Y | +1,399.6% | +390.2% | +1,009.4% | +855.9% |
| All | +5,740.7% | +414.6% | +5,326.1% | +2,317.6% |
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