+131.4%
WMT vs BLDR
+7.7%
+123.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +0.2% |
| 7D | -2.5% | -8.1% | +5.6% | -1.9% |
| 30D | -6.4% | -21.5% | +15.1% | -4.9% |
| 3M | -12.1% | -21.0% | +8.9% | -10.9% |
| 6M | -15.0% | -37.1% | +22.1% | -12.5% |
| YTD | -4.5% | -42.7% | +38.2% | -1.3% |
| 1Y | +6.2% | -58.0% | +64.1% | +12.2% |
| 3Y | +99.9% | -57.8% | +157.7% | +105.6% |
| 5Y | +131.4% | +10.3% | +121.2% | +103.2% |
| All | +131.4% | +7.7% | +123.7% | +103.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling