+14.3%
BLDR vs LTH
+156.3%
-142.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.8% | -3.1% | -4.3% |
| 7D | -0.3% | +1.5% | -1.9% | -0.9% |
| 30D | -16.2% | -3.1% | -13.2% | -15.3% |
| 3M | -14.4% | +28.1% | -42.5% | -21.6% |
| 6M | -32.8% | +67.4% | -100.2% | -44.2% |
| YTD | -39.2% | +59.8% | -99.0% | -48.7% |
| 1Y | -57.7% | +45.6% | -103.3% | -63.2% |
| 3Y | -55.3% | +162.0% | -217.3% | -69.5% |
| All | +14.3% | +156.3% | -142.0% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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