+161.6%
HALO vs BLDR
+10.9%
+150.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.2% |
| 7D | -2.7% | -8.2% | +5.5% | -1.3% |
| 30D | +5.3% | -16.6% | +21.9% | +8.4% |
| 3M | +51.6% | -23.2% | +74.7% | +57.4% |
| 6M | +61.3% | -33.7% | +95.0% | +71.1% |
| YTD | +59.3% | -41.3% | +100.6% | +71.8% |
| 1Y | +38.3% | -58.8% | +97.1% | +58.5% |
| 3Y | +185.9% | -57.5% | +243.3% | +209.2% |
| All | +161.6% | +10.9% | +150.7% | +125.5% |
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