+634.9%
HLT vs BLDR
+805.1%
-170.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.5% |
| 7D | -1.6% | -8.2% | +6.6% | +0.3% |
| 30D | -5.0% | -16.6% | +11.6% | -1.3% |
| 3M | -10.4% | -23.2% | +12.8% | -5.9% |
| 6M | +3.2% | -33.7% | +37.0% | +11.6% |
| YTD | +6.7% | -41.3% | +48.1% | +18.0% |
| 1Y | +10.3% | -58.8% | +69.1% | +31.4% |
| 3Y | +99.3% | -57.5% | +156.8% | +126.6% |
| 5Y | +143.7% | +12.9% | +130.8% | +117.9% |
| 10Y | +584.7% | +378.4% | +206.4% | +345.1% |
| All | +634.9% | +805.1% | -170.2% | +376.2% |
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