+267.8%
WPM vs BLDR
-55.5%
+323.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +0.7% |
| 7D | +7.0% | -0.3% | +7.4% | +7.0% |
| 30D | +15.7% | -16.2% | +31.9% | +18.0% |
| 3M | +35.2% | -14.4% | +49.6% | +37.1% |
| 6M | +6.1% | -32.8% | +38.9% | +9.7% |
| YTD | +32.6% | -39.2% | +71.7% | +38.0% |
| 1Y | +46.9% | -57.7% | +104.6% | +55.9% |
| All | +267.8% | -55.5% | +323.4% | +266.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling