+109.7%
HAL vs BLDR
+16.0%
+93.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.2% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | +15.9% | -16.2% | +32.1% | +19.5% |
| 3M | -8.7% | -14.4% | +5.7% | -7.2% |
| 6M | +9.0% | -32.8% | +41.8% | +15.9% |
| YTD | +32.0% | -39.2% | +71.2% | +43.2% |
| 1Y | +72.5% | -57.7% | +130.1% | +102.6% |
| 3Y | -4.5% | -55.3% | +50.7% | +6.3% |
| 5Y | +109.7% | +15.6% | +94.1% | +64.4% |
| All | +109.7% | +16.0% | +93.7% | +64.4% |
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