+63.3%
LIN vs BLDR
-8.6%
+72.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.4% | -0.5% |
| 7D | +0.2% | -3.7% | +3.8% | +0.7% |
| 30D | +6.5% | +16.8% | -10.3% | +3.7% |
| 3M | +5.5% | -13.7% | +19.2% | +7.3% |
| 6M | +3.3% | -21.9% | +25.2% | +6.1% |
| YTD | +22.0% | -39.2% | +61.2% | +29.3% |
| 1Y | +25.7% | -42.6% | +68.4% | +34.3% |
| 3Y | +36.2% | -50.2% | +86.4% | +40.4% |
| All | +63.3% | -8.6% | +72.0% | +34.1% |
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