+40.1%
HAL vs BLDR
-2.4%
+42.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.5% | -5.4% | -0.8% |
| 7D | -7.9% | -2.7% | -5.2% | -7.6% |
| 30D | -2.1% | +24.8% | -26.9% | -6.4% |
| 3M | +0.4% | -11.7% | +12.1% | +2.0% |
| 6M | -19.2% | -14.8% | -4.5% | -18.4% |
| YTD | +14.4% | -35.9% | +50.2% | +22.1% |
| 1Y | +18.0% | -39.7% | +57.7% | +27.5% |
| 3Y | -9.7% | -45.6% | +35.9% | -3.7% |
| 5Y | +40.1% | -2.5% | +42.7% | +9.5% |
| All | +40.1% | -2.4% | +42.6% | +9.5% |
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 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