+5,928.6%
WPM vs BLDR
+387.7%
+5,540.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.3% |
| 7D | +1.1% | -2.8% | +3.9% | +1.4% |
| 30D | +26.4% | -13.3% | +39.6% | +28.3% |
| 3M | +20.8% | -12.3% | +33.1% | +22.1% |
| 6M | +1.1% | -31.5% | +32.6% | +4.9% |
| YTD | +32.5% | -36.1% | +68.5% | +38.1% |
| 1Y | +51.5% | -54.1% | +105.6% | +63.1% |
| 3Y | +267.0% | -55.8% | +322.8% | +288.2% |
| 5Y | +250.1% | +20.7% | +229.4% | +227.0% |
| 10Y | +540.4% | +390.2% | +150.1% | +385.6% |
| All | +5,928.6% | +387.7% | +5,540.9% | +4,265.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling