+5.8%
HD vs BLDR
-8.6%
+14.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.7% | -0.3% |
| 7D | +4.3% | -3.7% | +8.0% | +5.6% |
| 30D | +20.2% | +16.8% | +3.4% | +13.5% |
| 3M | -1.0% | -13.7% | +12.7% | +3.4% |
| 6M | +7.9% | -21.9% | +29.8% | +15.6% |
| YTD | +2.0% | -39.2% | +41.2% | +17.6% |
| 1Y | -4.3% | -42.6% | +38.3% | +12.3% |
| 3Y | +25.9% | -50.2% | +76.1% | +45.7% |
| All | +5.8% | -8.6% | +14.4% | -11.9% |
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