+12.9%
HAS vs BLDR
+20.2%
-7.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -1.2% |
| 7D | -1.8% | -2.8% | +1.0% | -1.1% |
| 30D | +2.3% | -13.3% | +15.5% | +6.0% |
| 3M | +10.4% | -12.3% | +22.6% | +13.0% |
| 6M | -3.2% | -31.5% | +28.2% | +5.6% |
| YTD | +15.4% | -36.1% | +51.5% | +27.6% |
| 1Y | +18.8% | -54.1% | +72.9% | +44.2% |
| 3Y | +43.9% | -55.8% | +99.7% | +67.2% |
| All | +12.9% | +20.2% | -7.3% | -10.0% |
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