-23.2%
HD vs BLDR
-58.1%
+34.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -0.6% |
| 7D | -1.2% | -0.3% | -0.8% | -1.1% |
| 30D | -11.1% | -16.2% | +5.1% | -5.6% |
| 3M | +2.0% | -14.4% | +16.4% | +7.0% |
| 6M | -10.5% | -32.8% | +22.3% | +0.5% |
| YTD | -6.9% | -39.2% | +32.3% | +7.0% |
| 1Y | -23.2% | -57.7% | +34.5% | -8.7% |
| All | -23.2% | -58.1% | +34.9% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling