+1,388.5%
HWM vs BLDR
+543.4%
+845.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.5% | +7.0% | +4.1% |
| 7D | +3.4% | -3.7% | +7.0% | +4.2% |
| 30D | -7.5% | +16.8% | -24.3% | -13.4% |
| 3M | -28.9% | -13.7% | -15.1% | -26.4% |
| 6M | -19.6% | -21.9% | +2.2% | -15.1% |
| YTD | +0.6% | -39.2% | +39.8% | +14.6% |
| 1Y | +0.3% | -42.6% | +43.0% | +16.2% |
| 3Y | +326.1% | -50.2% | +376.3% | +374.6% |
| 5Y | +525.2% | -7.0% | +532.2% | +397.6% |
| 10Y | +1,492.9% | +584.2% | +908.6% | +375.1% |
| All | +1,388.5% | +543.4% | +845.1% | +357.9% |
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 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