+47.7%
HAS vs BLDR
-11.9%
+59.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.0% |
| 7D | +1.4% | -3.0% | +4.4% | +2.1% |
| 30D | +26.3% | +20.1% | +6.2% | +19.5% |
| 3M | +25.6% | -17.5% | +43.1% | +31.0% |
| 6M | +30.3% | -16.1% | +46.3% | +33.3% |
| YTD | +50.4% | -41.0% | +91.4% | +68.6% |
| 1Y | +57.7% | -41.6% | +99.3% | +77.1% |
| 3Y | +213.4% | -50.8% | +264.2% | +250.8% |
| All | +47.7% | -11.9% | +59.7% | +26.5% |
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