+38.3%
HALO vs BLDR
-57.4%
+95.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.1% |
| 7D | -2.7% | -8.2% | +5.5% | -1.8% |
| 30D | +5.3% | -16.6% | +21.9% | +7.3% |
| 3M | +51.6% | -23.2% | +74.7% | +55.4% |
| 6M | +61.3% | -33.7% | +95.0% | +67.4% |
| YTD | +59.3% | -41.3% | +100.6% | +67.6% |
| 1Y | +38.3% | -58.8% | +97.1% | +47.3% |
| All | +38.3% | -57.4% | +95.7% | +47.3% |
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 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