+23.7%
WMB vs BLDR
-38.1%
+61.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +9.3% | -15.6% | -5.5% |
| 7D | -8.6% | +24.4% | -33.0% | -7.0% |
| 30D | -4.2% | +24.9% | -29.1% | -2.2% |
| 3M | -4.4% | -7.8% | +3.4% | -4.0% |
| 6M | -8.7% | -5.8% | -2.9% | -7.7% |
| YTD | +15.4% | -32.5% | +47.8% | +14.5% |
| 1Y | +23.7% | -36.7% | +60.4% | +23.4% |
| All | +23.7% | -38.1% | +61.8% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling