+741.5%
HWM vs BLDR
+20.2%
+721.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -1.1% |
| 7D | -2.1% | -2.8% | +0.7% | -1.5% |
| 30D | -11.0% | -13.3% | +2.3% | -8.1% |
| 3M | +4.0% | -12.3% | +16.3% | +6.2% |
| 6M | -0.2% | -31.5% | +31.2% | +8.1% |
| YTD | +26.7% | -36.1% | +62.7% | +38.7% |
| 1Y | +44.7% | -54.1% | +98.8% | +71.8% |
| 3Y | +426.1% | -55.8% | +481.9% | +492.7% |
| All | +741.5% | +20.2% | +721.3% | +475.2% |
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 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