+376.5%
BLDR vs HRB
+209.1%
+167.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.8% | +2.2% |
| 7D | -8.2% | -8.0% | -0.2% | -5.4% |
| 30D | -16.6% | -16.0% | -0.7% | -11.3% |
| 3M | -23.2% | +26.9% | -50.0% | -30.8% |
| 6M | -33.7% | +51.1% | -84.9% | -45.6% |
| YTD | -41.3% | +7.1% | -48.4% | -44.9% |
| 1Y | -58.8% | -9.6% | -49.2% | -58.5% |
| 3Y | -57.5% | +25.4% | -82.9% | -64.5% |
| 5Y | +12.9% | +114.9% | -102.0% | -29.8% |
| All | +376.5% | +209.1% | +167.3% | +118.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling