+362.8%
HPE vs BLDR
+13.4%
+349.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +5.6% |
| 7D | +13.6% | -2.7% | +16.3% | +14.2% |
| 30D | +7.7% | -14.7% | +22.4% | +11.8% |
| 3M | +22.4% | -20.8% | +43.2% | +28.2% |
| 6M | +172.6% | -35.3% | +207.9% | +200.4% |
| YTD | +147.5% | -40.3% | +187.8% | +178.0% |
| 1Y | +151.8% | -56.3% | +208.1% | +209.1% |
| 3Y | +267.1% | -56.1% | +323.2% | +326.1% |
| 5Y | +362.8% | +12.9% | +349.8% | +274.8% |
| All | +362.8% | +13.4% | +349.4% | +274.8% |
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 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