+555.0%
LITE vs BLDR
-58.1%
+613.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.9% | +15.9% | +11.1% |
| 7D | +12.6% | -0.3% | +12.9% | +12.5% |
| 30D | +9.9% | -16.2% | +26.1% | +10.6% |
| 3M | +9.3% | -14.4% | +23.7% | +10.0% |
| 6M | +75.2% | -32.8% | +108.0% | +80.5% |
| YTD | +165.5% | -39.2% | +204.7% | +172.3% |
| 1Y | +555.0% | -57.7% | +612.7% | +665.4% |
| All | +555.0% | -58.1% | +613.1% | +665.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling