+1.9%
HON vs BLDR
+7.7%
-5.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.6% | -0.6% |
| 7D | -2.6% | -8.1% | +5.5% | -1.1% |
| 30D | -11.9% | -21.5% | +9.6% | -8.1% |
| 3M | -6.1% | -21.0% | +14.9% | -2.6% |
| 6M | -19.2% | -37.1% | +17.9% | -13.0% |
| YTD | +0.2% | -42.7% | +42.8% | +9.3% |
| 1Y | -1.5% | -58.0% | +56.5% | +13.2% |
| 3Y | +17.9% | -57.8% | +75.8% | +28.8% |
| 5Y | +1.9% | +10.3% | -8.3% | -18.3% |
| All | +1.9% | +7.7% | -5.8% | -18.3% |
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