+64.7%
WEC vs BLDR
-50.7%
+115.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.9% |
| 7D | +2.3% | -3.0% | +5.3% | +2.5% |
| 30D | +11.1% | +20.1% | -9.0% | +10.3% |
| 3M | +8.4% | -17.5% | +26.0% | +9.0% |
| 6M | +7.5% | -16.1% | +23.6% | +7.9% |
| YTD | +15.3% | -41.0% | +56.4% | +16.9% |
| 1Y | +9.7% | -41.6% | +51.3% | +11.2% |
| 3Y | +64.7% | -50.8% | +115.5% | +61.1% |
| All | +64.7% | -50.7% | +115.4% | +61.1% |
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