+361.0%
LIN vs BLDR
+388.1%
-27.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.4% |
| 7D | -2.1% | -2.8% | +0.7% | -1.6% |
| 30D | -2.4% | -13.3% | +10.8% | 0.0% |
| 3M | -5.6% | -12.3% | +6.7% | -4.0% |
| 6M | -3.4% | -31.5% | +28.1% | +2.3% |
| YTD | +13.1% | -36.1% | +49.2% | +20.7% |
| 1Y | +2.5% | -54.1% | +56.5% | +16.2% |
| 3Y | +27.6% | -55.8% | +83.4% | +39.3% |
| 5Y | +63.0% | +20.7% | +42.3% | +36.9% |
| All | +361.0% | +388.1% | -27.1% | +183.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling