+897.5%
WMT vs BLDR
+389.5%
+508.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -0.7% |
| 7D | +0.1% | -0.3% | +0.5% | +0.1% |
| 30D | -5.0% | -16.2% | +11.3% | -4.0% |
| 3M | -11.3% | -14.4% | +3.1% | -10.7% |
| 6M | -13.8% | -32.8% | +19.0% | -12.0% |
| YTD | -4.2% | -39.2% | +35.0% | -1.8% |
| 1Y | +4.6% | -57.7% | +62.2% | +9.6% |
| 3Y | +100.5% | -55.3% | +155.7% | +106.6% |
| 5Y | +129.7% | +15.6% | +114.1% | +120.2% |
| 10Y | +423.4% | +359.8% | +63.6% | +346.8% |
| All | +897.5% | +389.5% | +508.0% | +675.8% |
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