+2,394.4%
LII vs BLDR
+414.6%
+1,979.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.4% | +0.6% |
| 7D | -0.7% | -2.8% | +2.1% | -0.1% |
| 30D | -12.6% | -13.3% | +0.7% | -10.0% |
| 3M | -24.4% | -12.3% | -12.2% | -22.2% |
| 6M | -28.7% | -31.5% | +2.8% | -22.9% |
| YTD | -19.1% | -36.1% | +16.9% | -11.5% |
| 1Y | -29.7% | -54.1% | +24.4% | -17.8% |
| 3Y | +4.8% | -55.8% | +60.5% | +21.4% |
| 5Y | +24.6% | +20.7% | +3.8% | +17.5% |
| 10Y | +169.2% | +390.2% | -221.0% | +83.3% |
| All | +2,394.4% | +414.6% | +1,979.8% | +1,016.2% |
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