+3,815.9%
WDC vs BLDR
+387.6%
+3,428.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.9% | +9.3% | +8.6% |
| 7D | -3.2% | -10.3% | +7.1% | -0.6% |
| 30D | -19.0% | +19.6% | -38.6% | -23.0% |
| 3M | -28.4% | -17.0% | -11.4% | -26.2% |
| 6M | -39.2% | -16.7% | -22.5% | -38.1% |
| YTD | +82.1% | -39.4% | +121.5% | +98.5% |
| 1Y | +84.7% | -41.7% | +126.3% | +102.8% |
| 3Y | +825.6% | -49.9% | +875.5% | +922.7% |
| 5Y | +608.2% | -7.6% | +615.8% | +567.8% |
| 10Y | +695.1% | +502.3% | +192.8% | +385.6% |
| All | +3,815.9% | +387.6% | +3,428.3% | +1,525.2% |
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