+1,533.3%
LITE vs BLDR
+602.6%
+930.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.5% | +5.2% | +9.1% |
| 7D | -12.9% | -2.7% | -10.2% | -12.3% |
| 30D | -46.0% | +24.8% | -70.8% | -50.1% |
| 3M | -33.0% | -11.7% | -21.4% | -31.8% |
| 6M | -34.0% | -14.8% | -19.3% | -33.1% |
| YTD | +61.7% | -35.9% | +97.6% | +75.9% |
| 1Y | +148.3% | -39.7% | +188.0% | +174.3% |
| 3Y | +1,408.5% | -45.6% | +1,454.1% | +1,564.7% |
| 5Y | +546.2% | -2.5% | +548.7% | +462.6% |
| 10Y | +1,533.3% | +597.4% | +936.0% | +515.4% |
| All | +1,533.3% | +602.6% | +930.8% | +515.4% |
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