+351.2%
BLDR vs HRB
+265.8%
+85.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.4% | +1.6% |
| 7D | -3.0% | -5.1% | +2.1% | -0.5% |
| 30D | +20.1% | +8.7% | +11.4% | +15.5% |
| 3M | -17.5% | -5.4% | -12.1% | -15.4% |
| 6M | -16.1% | +41.6% | -57.7% | -31.7% |
| YTD | -41.0% | +18.7% | -59.7% | -49.6% |
| 1Y | -41.6% | +16.4% | -58.0% | -49.6% |
| 3Y | -50.8% | +22.0% | -72.8% | -60.8% |
| 5Y | -10.8% | +141.2% | -152.0% | -54.4% |
| 10Y | +486.3% | +223.1% | +263.1% | +117.2% |
| All | +351.2% | +265.8% | +85.5% | +18.5% |
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