+1,361.1%
WM vs BLDR
+412.4%
+948.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.8% | +6.9% | +1.7% |
| 7D | +4.5% | +3.9% | +0.6% | +4.0% |
| 30D | +16.1% | +16.5% | -0.4% | +14.2% |
| 3M | +8.0% | -13.7% | +21.7% | +9.2% |
| 6M | +8.4% | -12.2% | +20.6% | +9.0% |
| YTD | +11.2% | -36.3% | +47.6% | +14.8% |
| 1Y | +22.3% | -41.3% | +63.6% | +27.1% |
| 3Y | +50.2% | -48.3% | +98.6% | +54.6% |
| 5Y | +63.3% | -2.6% | +65.9% | +54.5% |
| 10Y | +355.0% | +616.6% | -261.6% | +238.9% |
| All | +1,361.1% | +412.4% | +948.8% | +799.2% |
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