+248.1%
HD vs BLDR
+473.7%
-225.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | +0.2% |
| 7D | -0.5% | -8.2% | +7.7% | +2.1% |
| 30D | +18.5% | +16.3% | +2.2% | +12.7% |
| 3M | +2.2% | -17.0% | +19.1% | +7.5% |
| 6M | +13.8% | -17.4% | +31.2% | +19.2% |
| YTD | +3.4% | -41.6% | +45.0% | +19.3% |
| 1Y | -3.5% | -43.5% | +40.0% | +12.3% |
| 3Y | +29.0% | -51.6% | +80.6% | +50.6% |
| 5Y | +6.1% | -11.6% | +17.7% | -1.3% |
| All | +248.1% | +473.7% | -225.5% | +92.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling