+40.0%
WPM vs BLDR
-38.1%
+78.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +9.3% | +2.7% | +9.6% |
| 7D | +3.9% | +24.4% | -20.5% | -1.6% |
| 30D | -3.5% | +24.9% | -28.4% | -8.9% |
| 3M | +14.1% | -7.8% | +21.9% | +16.3% |
| 6M | +6.2% | -5.8% | +12.0% | +6.3% |
| YTD | +12.4% | -32.5% | +44.8% | +21.2% |
| 1Y | +40.0% | -36.7% | +76.7% | +52.0% |
| All | +40.0% | -38.1% | +78.0% | +52.0% |
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