+995.4%
WMB vs BLDR
+392.3%
+603.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.6% | +6.1% | +2.4% |
| 7D | -6.9% | -1.1% | -5.8% | -7.0% |
| 30D | -7.2% | +19.1% | -26.2% | -11.0% |
| 3M | -5.4% | -12.6% | +7.1% | -4.1% |
| 6M | -4.9% | -18.7% | +13.8% | -3.2% |
| YTD | +14.7% | -38.8% | +53.5% | +22.0% |
| 1Y | +14.7% | -41.2% | +55.9% | +22.7% |
| 3Y | +116.4% | -49.4% | +165.8% | +127.4% |
| 5Y | +198.5% | -6.0% | +204.5% | +164.3% |
| 10Y | +266.3% | +523.1% | -256.8% | +104.9% |
| All | +995.4% | +392.3% | +603.1% | +353.5% |
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