+48.6%
HAS vs BLDR
-8.6%
+57.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | +0.7% |
| 7D | -0.2% | -3.7% | +3.5% | +0.6% |
| 30D | +31.0% | +16.8% | +14.2% | +25.0% |
| 3M | +30.7% | -13.7% | +44.4% | +34.7% |
| 6M | +23.9% | -21.9% | +45.8% | +29.7% |
| YTD | +48.3% | -39.2% | +87.5% | +65.1% |
| 1Y | +60.2% | -42.6% | +102.9% | +81.1% |
| 3Y | +189.2% | -50.2% | +239.4% | +223.2% |
| All | +48.6% | -8.6% | +57.2% | +26.6% |
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