+29.3%
HWM vs BLDR
-58.1%
+87.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.9% | -5.8% | -9.7% |
| 7D | -9.2% | -0.3% | -8.8% | -9.0% |
| 30D | -17.9% | -16.2% | -1.6% | -15.0% |
| 3M | -6.0% | -14.4% | +8.4% | -4.2% |
| 6M | -7.4% | -32.8% | +25.4% | -1.3% |
| YTD | +13.1% | -39.2% | +52.3% | +21.5% |
| 1Y | +29.3% | -57.7% | +87.0% | +46.7% |
| All | +29.3% | -58.1% | +87.4% | +46.7% |
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