+970.7%
WEC vs BLDR
+414.6%
+556.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -0.9% |
| 7D | -0.3% | -2.8% | +2.6% | -0.1% |
| 30D | -1.3% | -13.3% | +12.0% | -0.5% |
| 3M | -3.9% | -12.3% | +8.3% | -3.4% |
| 6M | -8.3% | -31.5% | +23.1% | -6.6% |
| YTD | +3.1% | -36.1% | +39.1% | +5.3% |
| 1Y | +1.9% | -54.1% | +56.0% | +6.1% |
| 3Y | +41.9% | -55.8% | +97.7% | +46.2% |
| 5Y | +30.8% | +20.7% | +10.0% | +25.0% |
| 10Y | +141.9% | +390.2% | -248.3% | +105.2% |
| All | +970.7% | +414.6% | +556.1% | +676.9% |
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