-50.8%
BLDR vs HRB
+22.6%
-73.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.4% | +1.1% |
| 7D | -3.0% | -5.1% | +2.1% | -2.4% |
| 30D | +20.1% | +8.7% | +11.4% | +19.3% |
| 3M | -17.5% | -5.4% | -12.1% | -17.2% |
| 6M | -16.1% | +41.6% | -57.7% | -18.6% |
| YTD | -41.0% | +18.7% | -59.7% | -39.9% |
| 1Y | -41.6% | +16.4% | -58.0% | -40.3% |
| 3Y | -50.8% | +22.0% | -72.8% | -52.7% |
| All | -50.8% | +22.6% | -73.4% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling