+1,493.1%
LITE vs BLDR
+479.0%
+1,014.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -4.8% |
| 7D | +10.8% | -3.0% | +13.7% | +11.8% |
| 30D | -33.4% | +20.1% | -53.5% | -38.0% |
| 3M | -32.2% | -17.5% | -14.7% | -29.6% |
| 6M | -42.1% | -16.1% | -26.0% | -41.0% |
| YTD | +61.9% | -41.0% | +102.9% | +80.3% |
| 1Y | +163.0% | -41.6% | +204.6% | +192.4% |
| 3Y | +1,358.0% | -50.8% | +1,408.8% | +1,558.0% |
| 5Y | +549.9% | -10.8% | +560.7% | +479.5% |
| All | +1,493.1% | +479.0% | +1,014.1% | +481.2% |
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 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