+1,773.8%
HWM vs BLDR
+576.9%
+1,197.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -1.3% |
| 7D | -2.1% | -2.8% | +0.7% | -1.2% |
| 30D | -11.0% | -13.3% | +2.3% | -7.0% |
| 3M | +4.0% | -12.3% | +16.3% | +6.9% |
| 6M | -0.2% | -31.5% | +31.2% | +11.3% |
| YTD | +26.7% | -36.1% | +62.7% | +43.3% |
| 1Y | +44.7% | -54.1% | +98.8% | +82.9% |
| 3Y | +426.1% | -55.8% | +481.9% | +519.8% |
| 5Y | +738.5% | +20.7% | +717.8% | +503.9% |
| All | +1,773.8% | +576.9% | +1,197.0% | +472.8% |
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