+3,344.5%
LITE vs BLDR
+356.0%
+2,988.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.8% | -0.5% |
| 7D | -13.9% | -1.1% | -12.8% | -13.7% |
| 30D | -46.9% | +19.1% | -66.0% | -50.1% |
| 3M | -28.0% | -12.6% | -15.4% | -26.7% |
| 6M | -35.2% | -18.7% | -16.5% | -33.5% |
| YTD | +58.9% | -38.8% | +97.7% | +74.1% |
| 1Y | +125.3% | -41.2% | +166.5% | +149.0% |
| 3Y | +1,344.4% | -49.4% | +1,393.8% | +1,521.7% |
| 5Y | +541.2% | -6.0% | +547.1% | +475.9% |
| 10Y | +1,587.5% | +523.1% | +1,064.5% | +729.8% |
| All | +3,344.5% | +356.0% | +2,988.5% | +1,607.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling