+1,516.2%
HWM vs BLDR
+554.2%
+962.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.6% | +5.9% | +2.9% |
| 7D | -1.8% | -1.1% | -0.7% | -1.8% |
| 30D | -2.7% | +19.1% | -21.8% | -9.5% |
| 3M | -22.7% | -12.6% | -10.2% | -20.4% |
| 6M | -18.9% | -18.7% | -0.2% | -15.6% |
| YTD | +7.1% | -38.8% | +45.9% | +21.6% |
| 1Y | +4.7% | -41.2% | +45.9% | +20.1% |
| 3Y | +345.6% | -49.4% | +395.0% | +393.1% |
| 5Y | +588.3% | -6.0% | +594.2% | +445.3% |
| 10Y | +1,516.2% | +523.1% | +993.1% | +423.4% |
| All | +1,516.2% | +554.2% | +962.0% | +423.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling