+51.0%
HPQ vs BLDR
+10.9%
+40.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.4% | +6.0% | +7.7% |
| 7D | +9.8% | -8.2% | +18.0% | +12.4% |
| 30D | +22.4% | -16.6% | +39.0% | +28.4% |
| 3M | +45.2% | -23.2% | +68.3% | +54.1% |
| 6M | +96.4% | -33.7% | +130.2% | +115.7% |
| YTD | +65.4% | -41.3% | +106.7% | +87.1% |
| 1Y | +31.6% | -58.8% | +90.4% | +66.2% |
| 3Y | +37.0% | -57.5% | +94.5% | +61.2% |
| All | +51.0% | +10.9% | +40.1% | +13.1% |
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