+43.8%
WPM vs BLDR
-58.4%
+102.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.9% | +0.3% | -2.8% |
| 7D | -3.6% | -8.1% | +4.5% | -1.9% |
| 30D | +12.5% | -21.5% | +34.0% | +18.1% |
| 3M | +40.6% | -21.0% | +61.6% | +46.3% |
| 6M | +0.5% | -37.1% | +37.6% | +8.0% |
| YTD | +29.0% | -42.7% | +71.7% | +40.9% |
| 1Y | +43.8% | -58.0% | +101.8% | +52.4% |
| All | +43.8% | -58.4% | +102.3% | +52.4% |
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