+91.5%
HALO vs BLDR
-38.1%
+129.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.3% | -7.9% | +0.5% |
| 7D | +0.2% | +24.4% | -24.1% | -2.0% |
| 30D | +20.3% | +24.9% | -4.6% | +17.5% |
| 3M | +56.6% | -7.8% | +64.4% | +57.5% |
| 6M | +101.9% | -5.8% | +107.6% | +102.4% |
| YTD | +93.7% | -32.5% | +126.1% | +102.0% |
| 1Y | +91.5% | -36.7% | +128.2% | +99.5% |
| All | +91.5% | -38.1% | +129.6% | +99.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling