+44.7%
WM vs BLDR
-48.6%
+93.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.6% | +4.9% | +0.5% |
| 7D | +1.2% | -1.1% | +2.2% | +1.2% |
| 30D | +13.7% | +19.1% | -5.4% | +12.9% |
| 3M | +5.2% | -12.6% | +17.8% | +5.3% |
| 6M | +11.2% | -18.7% | +29.9% | +11.3% |
| YTD | +9.4% | -38.8% | +48.3% | +10.4% |
| 1Y | +20.4% | -41.2% | +61.6% | +21.5% |
| 3Y | +44.7% | -49.4% | +94.1% | +45.1% |
| All | +44.7% | -48.6% | +93.3% | +45.1% |
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