+21.2%
WM vs BLDR
-42.6%
+63.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | +3.2% | -3.0% | +6.2% | +3.4% |
| 30D | +13.0% | +20.1% | -7.1% | +11.7% |
| 3M | +9.2% | -17.5% | +26.7% | +9.5% |
| 6M | +13.6% | -16.1% | +29.7% | +13.6% |
| YTD | +12.4% | -41.0% | +53.4% | +15.5% |
| 1Y | +21.2% | -41.6% | +62.8% | +24.4% |
| All | +21.2% | -42.6% | +63.8% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling