+393.9%
HL vs BLDR
+389.5%
+4.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.8% | 0.0% |
| 7D | +7.1% | -0.3% | +7.4% | +7.1% |
| 30D | +21.4% | -16.2% | +37.7% | +26.1% |
| 3M | +37.4% | -14.4% | +51.8% | +41.2% |
| 6M | +0.4% | -32.8% | +33.2% | +8.5% |
| YTD | +6.7% | -39.2% | +45.9% | +17.7% |
| 1Y | +102.4% | -57.7% | +160.0% | +139.7% |
| 3Y | +417.4% | -55.3% | +472.7% | +488.1% |
| 5Y | +243.3% | +15.6% | +227.7% | +211.7% |
| 10Y | +242.6% | +359.8% | -117.3% | +120.5% |
| All | +393.9% | +389.5% | +4.4% | +114.0% |
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