+115.3%
HAL vs BLDR
+414.6%
-299.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -1.1% |
| 7D | +2.9% | -2.8% | +5.8% | +3.5% |
| 30D | +17.0% | -13.3% | +30.3% | +20.2% |
| 3M | -9.7% | -12.3% | +2.6% | -8.3% |
| 6M | +8.6% | -31.5% | +40.1% | +15.1% |
| YTD | +33.0% | -36.1% | +69.0% | +42.7% |
| 1Y | +68.3% | -54.1% | +122.4% | +93.1% |
| 3Y | +0.1% | -55.8% | +55.9% | +11.9% |
| 5Y | +102.6% | +20.7% | +81.9% | +75.8% |
| 10Y | +3.8% | +390.2% | -386.4% | -34.1% |
| All | +115.3% | +414.6% | -299.3% | -1.3% |
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 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