+1,220.4%
WM vs BLDR
+414.6%
+805.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.5% |
| 7D | -0.3% | -2.8% | +2.5% | -0.1% |
| 30D | -2.4% | -13.3% | +10.9% | -1.2% |
| 3M | +0.4% | -12.3% | +12.7% | +1.3% |
| 6M | -9.5% | -31.5% | +22.0% | -6.9% |
| YTD | +0.5% | -36.1% | +36.6% | +3.9% |
| 1Y | -1.1% | -54.1% | +53.0% | +5.2% |
| 3Y | +46.0% | -55.8% | +101.8% | +52.6% |
| 5Y | +51.8% | +20.7% | +31.1% | +40.8% |
| 10Y | +307.5% | +390.2% | -82.7% | +214.6% |
| All | +1,220.4% | +414.6% | +805.7% | +713.9% |
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