+59.7%
WM vs BLDR
-8.6%
+68.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | -1.8% |
| 7D | +1.2% | -3.7% | +4.9% | +1.4% |
| 30D | +13.1% | +16.8% | -3.7% | +12.0% |
| 3M | +3.6% | -13.7% | +17.4% | +4.1% |
| 6M | +8.1% | -21.9% | +29.9% | +8.9% |
| YTD | +8.9% | -39.2% | +48.1% | +11.0% |
| 1Y | +20.3% | -42.6% | +63.0% | +22.9% |
| 3Y | +46.2% | -50.2% | +96.4% | +47.3% |
| All | +59.7% | -8.6% | +68.4% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling