+43.7%
HBAN vs BLDR
+380.2%
-336.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.3% |
| 7D | -1.5% | -2.7% | +1.2% | -0.8% |
| 30D | -5.5% | -14.7% | +9.2% | -1.9% |
| 3M | -0.2% | -20.8% | +20.6% | +4.8% |
| 6M | +5.2% | -35.3% | +40.5% | +15.6% |
| YTD | -2.3% | -40.3% | +38.0% | +9.0% |
| 1Y | -2.2% | -56.3% | +54.1% | +17.6% |
| 3Y | +73.8% | -56.1% | +130.0% | +101.7% |
| 5Y | +35.2% | +12.9% | +22.3% | +19.7% |
| 10Y | +155.4% | +386.5% | -231.1% | +46.8% |
| All | +43.7% | +380.2% | -336.5% | -54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling