+10.3%
BLDR vs HRB
+109.9%
-99.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.4% | -3.8% |
| 7D | -8.1% | -12.2% | +4.1% | -5.7% |
| 30D | -21.5% | -3.0% | -18.5% | -21.3% |
| 3M | -21.0% | +21.7% | -42.7% | -24.8% |
| 6M | -37.1% | +52.3% | -89.4% | -43.8% |
| YTD | -42.7% | +6.5% | -49.2% | -43.3% |
| 1Y | -58.0% | -6.7% | -51.3% | -56.7% |
| 3Y | -57.8% | +25.1% | -83.0% | -62.3% |
| 5Y | +10.3% | +113.8% | -103.5% | -19.3% |
| All | +10.3% | +109.9% | -99.6% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling