-32.9%
LII vs BLDR
-58.1%
+25.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.9% | +3.5% | +1.1% |
| 7D | +2.1% | -0.3% | +2.4% | +2.2% |
| 30D | -12.4% | -16.2% | +3.8% | -4.6% |
| 3M | -24.8% | -14.4% | -10.4% | -18.8% |
| 6M | -25.2% | -32.8% | +7.6% | -10.9% |
| YTD | -20.3% | -39.2% | +18.9% | -2.0% |
| 1Y | -32.9% | -57.7% | +24.7% | -3.7% |
| All | -32.9% | -58.1% | +25.2% | -3.7% |
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