+210.4%
WPM vs BLDR
-50.7%
+261.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | -3.6% | -3.0% | -0.6% | -3.1% |
| 30D | +1.4% | +20.1% | -18.7% | -0.9% |
| 3M | -0.2% | -17.5% | +17.3% | +2.0% |
| 6M | -7.3% | -16.1% | +8.8% | -5.8% |
| YTD | +12.3% | -41.0% | +53.4% | +17.2% |
| 1Y | +24.9% | -41.6% | +66.5% | +30.4% |
| 3Y | +210.4% | -50.8% | +261.2% | +210.9% |
| All | +210.4% | -50.7% | +261.1% | +210.9% |
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