+266.3%
WPM vs BLDR
+13.4%
+253.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.3% |
| 7D | +3.9% | -2.7% | +6.6% | +4.2% |
| 30D | +17.7% | -14.7% | +32.4% | +20.2% |
| 3M | +39.4% | -20.8% | +60.3% | +43.2% |
| 6M | +6.4% | -35.3% | +41.8% | +11.8% |
| YTD | +34.0% | -40.3% | +74.3% | +41.8% |
| 1Y | +50.5% | -56.3% | +106.8% | +64.4% |
| 3Y | +280.3% | -56.1% | +336.4% | +302.5% |
| 5Y | +266.3% | +12.9% | +253.4% | +220.1% |
| All | +266.3% | +13.4% | +253.0% | +220.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling