+1,098.1%
HDB vs BLDR
+414.6%
+683.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.9% |
| 7D | +0.4% | -2.8% | +3.3% | +0.9% |
| 30D | -2.8% | -13.3% | +10.5% | -0.4% |
| 3M | -3.5% | -12.3% | +8.7% | -1.9% |
| 6M | -24.7% | -31.5% | +6.7% | -19.9% |
| YTD | -36.6% | -36.1% | -0.5% | -32.1% |
| 1Y | -34.4% | -54.1% | +19.7% | -25.6% |
| 3Y | -24.4% | -55.8% | +31.4% | -17.1% |
| 5Y | -35.4% | +20.7% | -56.1% | -43.7% |
| 10Y | +39.5% | +390.2% | -350.7% | -16.8% |
| All | +1,098.1% | +414.6% | +683.5% | +390.7% |
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 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