+1,010.6%
HAS vs BLDR
+389.2%
+621.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | +0.1% |
| 7D | -0.2% | -3.7% | +3.5% | +0.3% |
| 30D | +31.0% | +16.8% | +14.2% | +27.8% |
| 3M | +30.7% | -13.7% | +44.4% | +32.9% |
| 6M | +23.9% | -21.9% | +45.8% | +27.0% |
| YTD | +48.3% | -39.2% | +87.5% | +56.9% |
| 1Y | +60.2% | -42.6% | +102.9% | +70.8% |
| 3Y | +189.2% | -50.2% | +239.4% | +210.0% |
| 5Y | +50.4% | -7.0% | +57.4% | +45.8% |
| 10Y | +104.2% | +584.2% | -480.1% | +49.8% |
| All | +1,010.6% | +389.2% | +621.3% | +576.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling