+365.3%
BLDR vs HRB
+235.6%
+129.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.5% | +1.6% | -1.7% |
| 7D | -0.3% | -9.1% | +8.7% | +4.4% |
| 30D | -16.2% | +0.3% | -16.5% | -17.5% |
| 3M | -14.4% | +23.4% | -37.8% | -24.9% |
| 6M | -32.8% | +45.1% | -77.9% | -47.6% |
| YTD | -39.2% | +8.9% | -48.1% | -45.6% |
| 1Y | -57.7% | -7.9% | -49.8% | -58.8% |
| 3Y | -55.3% | +27.9% | -83.2% | -65.5% |
| 5Y | +15.6% | +108.3% | -92.7% | -36.1% |
| 10Y | +359.8% | +208.4% | +151.4% | +73.6% |
| All | +365.3% | +235.6% | +129.7% | +27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling