+62.1%
WM vs BLDR
-11.6%
+73.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +1.8% |
| 7D | +1.2% | -8.2% | +9.4% | +1.6% |
| 30D | +15.2% | +16.3% | -1.0% | +14.2% |
| 3M | +8.3% | -17.0% | +25.3% | +9.1% |
| 6M | +13.1% | -17.4% | +30.5% | +13.7% |
| YTD | +12.5% | -41.6% | +54.1% | +14.9% |
| 1Y | +21.8% | -43.5% | +65.3% | +24.5% |
| 3Y | +48.8% | -51.6% | +100.4% | +50.1% |
| 5Y | +62.1% | -11.6% | +73.7% | +46.3% |
| All | +62.1% | -11.6% | +73.7% | +46.3% |
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