+979.0%
WMB vs BLDR
+416.0%
+562.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.8% | +2.6% |
| 7D | -6.7% | -2.7% | -3.9% | -6.4% |
| 30D | -8.6% | +24.8% | -33.4% | -13.1% |
| 3M | -4.9% | -11.7% | +6.7% | -3.7% |
| 6M | -6.3% | -14.8% | +8.5% | -5.4% |
| YTD | +13.0% | -35.9% | +48.9% | +19.1% |
| 1Y | +14.9% | -39.7% | +54.6% | +22.4% |
| 3Y | +113.4% | -45.6% | +158.9% | +121.2% |
| 5Y | +190.2% | -2.5% | +192.7% | +155.3% |
| 10Y | +259.9% | +597.4% | -337.5% | +96.9% |
| All | +979.0% | +416.0% | +562.9% | +342.9% |
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