+131.9%
LITE vs BLDR
-41.9%
+173.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.8% | -2.1% |
| 7D | -13.9% | -1.1% | -12.8% | -13.7% |
| 30D | -46.9% | +19.1% | -66.0% | -46.1% |
| 3M | -28.0% | -12.6% | -15.4% | -27.3% |
| 6M | -35.2% | -18.7% | -16.5% | -34.2% |
| YTD | +58.9% | -38.8% | +97.7% | +61.9% |
| All | +131.9% | -41.9% | +173.8% | +137.2% |
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 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