+35.3%
HBAN vs BLDR
+8.3%
+26.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +1.7% |
| 7D | -1.9% | -8.1% | +6.2% | +0.4% |
| 30D | -5.9% | -21.5% | +15.6% | +0.6% |
| 3M | +0.2% | -21.0% | +21.2% | +5.9% |
| 6M | +6.6% | -37.1% | +43.7% | +19.7% |
| YTD | -1.7% | -42.7% | +41.0% | +12.7% |
| 1Y | -1.7% | -58.0% | +56.2% | +23.3% |
| 3Y | +74.9% | -57.8% | +132.7% | +106.8% |
| All | +35.3% | +8.3% | +26.9% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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