+1,563.7%
LITE vs BLDR
-55.3%
+1,619.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.5% | +1.5% | +3.3% |
| 7D | -1.5% | -2.8% | +1.3% | -0.8% |
| 30D | +6.7% | -13.3% | +19.9% | +10.3% |
| 3M | -6.8% | -12.3% | +5.5% | -4.8% |
| 6M | +29.4% | -31.5% | +60.9% | +41.9% |
| YTD | +139.1% | -36.1% | +175.1% | +162.9% |
| 1Y | +521.0% | -54.1% | +575.1% | +671.8% |
| All | +1,563.7% | -55.3% | +1,619.0% | +1,752.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling