+18.8%
LII vs BLDR
-11.9%
+30.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | +2.9% | -3.0% | +5.9% | +4.2% |
| 30D | +0.9% | +20.1% | -19.2% | -7.5% |
| 3M | -15.5% | -17.5% | +2.0% | -9.2% |
| 6M | -30.2% | -16.1% | -14.1% | -25.6% |
| YTD | -26.8% | -41.0% | +14.2% | -10.6% |
| 1Y | -25.3% | -41.6% | +16.3% | -8.6% |
| 3Y | -7.8% | -50.8% | +43.1% | +14.3% |
| All | +18.8% | -11.9% | +30.8% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling