+1,242.8%
HDB vs BLDR
+392.3%
+850.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.6% | +5.3% | +1.5% |
| 7D | +12.7% | -1.1% | +13.8% | +12.8% |
| 30D | +16.6% | +19.1% | -2.5% | +12.3% |
| 3M | +10.8% | -12.6% | +23.4% | +12.9% |
| 6M | +3.8% | -18.7% | +22.5% | +6.6% |
| YTD | -28.9% | -38.8% | +9.9% | -23.5% |
| 1Y | -28.0% | -41.2% | +13.2% | -22.2% |
| 3Y | -7.2% | -49.4% | +42.2% | -0.9% |
| 5Y | -22.2% | -6.0% | -16.3% | -29.0% |
| 10Y | +63.6% | +523.1% | -459.5% | -7.2% |
| All | +1,242.8% | +392.3% | +850.5% | +452.1% |
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