+408.5%
HPQ vs BLDR
+414.6%
-6.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.5% | -0.3% | +1.8% |
| 7D | +6.9% | -2.8% | +9.8% | +7.4% |
| 30D | +14.4% | -13.3% | +27.7% | +16.9% |
| 3M | +25.6% | -12.3% | +37.9% | +27.3% |
| 6M | +75.0% | -31.5% | +106.5% | +83.6% |
| YTD | +50.7% | -36.1% | +86.7% | +59.4% |
| 1Y | +18.7% | -54.1% | +72.7% | +32.1% |
| 3Y | +21.5% | -55.8% | +77.3% | +33.5% |
| 5Y | +31.6% | +20.7% | +10.8% | +22.2% |
| 10Y | +216.1% | +390.2% | -174.2% | +132.8% |
| All | +408.5% | +414.6% | -6.1% | +199.2% |
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