+1,228.9%
HDB vs BLDR
+370.3%
+858.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -0.5% |
| 7D | +4.1% | -8.2% | +12.3% | +5.7% |
| 30D | +13.0% | +16.3% | -3.3% | +9.3% |
| 3M | +11.3% | -17.0% | +28.2% | +14.6% |
| 6M | +6.9% | -17.4% | +24.3% | +9.4% |
| YTD | -29.6% | -41.6% | +11.9% | -23.7% |
| 1Y | -29.5% | -43.5% | +14.0% | -23.3% |
| 3Y | -8.1% | -51.6% | +43.5% | -1.1% |
| 5Y | -23.4% | -11.6% | -11.8% | -29.3% |
| 10Y | +62.9% | +480.9% | -417.9% | -6.3% |
| All | +1,228.9% | +370.3% | +858.6% | +451.1% |
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