+126.8%
HPE vs BLDR
-58.4%
+185.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.9% | -2.3% | -5.7% |
| 7D | +1.4% | -8.1% | +9.6% | +2.6% |
| 30D | +1.5% | -21.5% | +23.0% | +5.3% |
| 3M | +21.7% | -21.0% | +42.7% | +24.5% |
| 6M | +164.2% | -37.1% | +201.2% | +183.6% |
| YTD | +132.1% | -42.7% | +174.7% | +156.8% |
| All | +126.8% | -58.4% | +185.1% | +181.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling