-54.1%
BLDR vs HRB
+1.1%
-55.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.0% | +6.5% | +2.5% |
| 7D | -2.8% | -5.7% | +2.8% | -2.9% |
| 30D | -13.3% | +7.9% | -21.2% | -13.1% |
| 3M | -12.3% | +32.1% | -44.4% | -11.9% |
| 6M | -31.5% | +62.2% | -93.7% | -31.3% |
| YTD | -36.1% | +16.4% | -52.5% | -28.4% |
| 1Y | -54.1% | -0.3% | -53.8% | -46.3% |
| All | -54.1% | +1.1% | -55.1% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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