+7.4%
HAL vs BLDR
+357.1%
-349.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.5% |
| 7D | -1.3% | -2.7% | +1.4% | -0.5% |
| 30D | +10.9% | -14.7% | +25.6% | +16.5% |
| 3M | -5.8% | -20.8% | +15.0% | -0.3% |
| 6M | +8.1% | -35.3% | +43.5% | +21.0% |
| YTD | +33.2% | -40.3% | +73.5% | +52.5% |
| 1Y | +74.2% | -56.3% | +130.5% | +122.1% |
| 3Y | -3.7% | -56.1% | +52.4% | +13.4% |
| 5Y | +111.9% | +12.9% | +99.0% | +49.9% |
| 10Y | +7.4% | +386.5% | -379.1% | -60.5% |
| All | +7.4% | +357.1% | -349.7% | -60.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling