+537.4%
HWM vs BLDR
-8.6%
+546.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.5% | +7.0% | +3.6% |
| 7D | +3.4% | -3.7% | +7.0% | +4.0% |
| 30D | -7.5% | +16.8% | -24.3% | -11.7% |
| 3M | -28.9% | -13.7% | -15.1% | -27.0% |
| 6M | -19.6% | -21.9% | +2.2% | -16.2% |
| YTD | +0.6% | -39.2% | +39.8% | +10.6% |
| 1Y | +0.3% | -42.6% | +43.0% | +11.7% |
| 3Y | +326.1% | -50.2% | +376.3% | +356.8% |
| All | +537.4% | -8.6% | +546.0% | +377.9% |
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