-26.2%
LII vs BLDR
-38.1%
+11.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.3% | -5.7% | -0.9% |
| 7D | +7.9% | +24.4% | -16.5% | -3.5% |
| 30D | -0.6% | +24.9% | -25.5% | -11.4% |
| 3M | -19.3% | -7.8% | -11.6% | -16.7% |
| 6M | -29.8% | -5.8% | -24.1% | -28.4% |
| YTD | -25.4% | -32.5% | +7.1% | -13.9% |
| 1Y | -26.2% | -36.7% | +10.5% | -12.5% |
| All | -26.2% | -38.1% | +11.9% | -12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling