-28.5%
HDB vs BLDR
-54.9%
+26.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.9% | +1.9% | -2.5% |
| 7D | -2.0% | -0.3% | -1.7% | -2.0% |
| 30D | -4.9% | -16.2% | +11.3% | -3.2% |
| 3M | -2.3% | -14.4% | +12.1% | -1.1% |
| 6M | -23.7% | -32.8% | +9.1% | -21.3% |
| YTD | -38.5% | -39.2% | +0.7% | -36.2% |
| 1Y | -36.5% | -57.7% | +21.2% | -32.1% |
| 3Y | -28.5% | -55.3% | +26.8% | -25.9% |
| All | -28.5% | -54.9% | +26.4% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling