+1,731.8%
HCA vs BLDR
+2,316.9%
-585.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.8% | +5.3% |
| 7D | +4.9% | -2.7% | +7.6% | +5.4% |
| 30D | +1.9% | -14.7% | +16.6% | +4.9% |
| 3M | +12.7% | -20.8% | +33.6% | +17.1% |
| 6M | -22.3% | -35.3% | +13.0% | -16.4% |
| YTD | -9.3% | -40.3% | +31.0% | -1.5% |
| 1Y | +2.7% | -56.3% | +59.0% | +18.3% |
| 3Y | +57.8% | -56.1% | +113.9% | +74.2% |
| 5Y | +70.3% | +12.9% | +57.4% | +48.7% |
| 10Y | +499.7% | +386.5% | +113.2% | +274.0% |
| All | +1,731.8% | +2,316.9% | -585.2% | +645.8% |
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