+1,402.3%
LITE vs BLDR
+568.9%
+833.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -4.5% | +10.2% | +7.0% |
| 7D | -35.9% | -3.7% | -32.3% | -35.6% |
| 30D | -51.5% | +16.8% | -68.3% | -54.4% |
| 3M | -35.7% | -13.7% | -22.0% | -34.2% |
| 6M | -43.0% | -21.9% | -21.1% | -40.7% |
| YTD | +46.1% | -39.2% | +85.3% | +61.2% |
| 1Y | +124.7% | -42.6% | +167.4% | +151.5% |
| 3Y | +1,172.1% | -50.2% | +1,222.3% | +1,341.6% |
| 5Y | +477.0% | -7.0% | +484.0% | +408.7% |
| All | +1,402.3% | +568.9% | +833.5% | +492.8% |
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