+2,006.3%
LLY vs BLDR
+602.6%
+1,403.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.5% | -1.2% | +3.7% |
| 7D | +0.1% | -2.7% | +2.8% | +0.3% |
| 30D | +19.7% | +24.8% | -5.1% | +17.0% |
| 3M | +19.3% | -11.7% | +30.9% | +20.3% |
| 6M | +49.3% | -14.8% | +64.1% | +50.6% |
| YTD | +32.0% | -35.9% | +67.9% | +36.3% |
| 1Y | +53.7% | -39.7% | +93.4% | +59.6% |
| 3Y | +143.7% | -45.6% | +189.3% | +150.7% |
| 5Y | +463.9% | -2.5% | +466.4% | +437.6% |
| 10Y | +2,006.3% | +597.4% | +1,409.0% | +1,589.6% |
| All | +2,006.3% | +602.6% | +1,403.8% | +1,589.6% |
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