+55.7%
HAS vs BLDR
+359.8%
-304.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.9% | +2.5% | -1.0% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -2.7% | -16.2% | +13.5% | +2.0% |
| 3M | +8.9% | -14.4% | +23.3% | +12.3% |
| 6M | -2.9% | -32.8% | +29.9% | +6.4% |
| YTD | +12.6% | -39.2% | +51.8% | +26.1% |
| 1Y | +17.5% | -57.7% | +75.2% | +45.4% |
| 3Y | +46.2% | -55.3% | +101.5% | +70.4% |
| 5Y | +12.6% | +15.6% | -3.0% | -4.9% |
| 10Y | +55.7% | +359.8% | -304.1% | -20.1% |
| All | +55.7% | +359.8% | -304.1% | -20.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling