+2,092.5%
LII vs BLDR
+389.2%
+1,703.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.5% | +2.6% | -1.0% |
| 7D | -0.6% | -3.7% | +3.0% | +0.1% |
| 30D | -4.6% | +16.8% | -21.4% | -7.8% |
| 3M | -21.2% | -13.7% | -7.5% | -19.0% |
| 6M | -36.4% | -21.9% | -14.6% | -33.2% |
| YTD | -28.9% | -39.2% | +10.3% | -21.6% |
| 1Y | -29.5% | -42.6% | +13.1% | -21.4% |
| 3Y | -8.6% | -50.2% | +41.6% | +3.5% |
| 5Y | +20.2% | -7.0% | +27.2% | +18.9% |
| 10Y | +166.2% | +584.2% | -418.0% | +71.3% |
| All | +2,092.5% | +389.2% | +1,703.3% | +889.2% |
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