+18.4%
WMB vs BLDR
-44.0%
+62.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.3% | +0.5% |
| 7D | +8.1% | -8.2% | +16.3% | +7.4% |
| 30D | -6.9% | +16.3% | -23.1% | -5.7% |
| 3M | -5.1% | -17.0% | +11.9% | -5.6% |
| 6M | -5.7% | -17.4% | +11.7% | -5.7% |
| YTD | +18.1% | -41.6% | +59.6% | +15.6% |
| 1Y | +18.4% | -43.5% | +61.9% | +16.3% |
| All | +18.4% | -44.0% | +62.4% | +16.3% |
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 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