+372.0%
LLY vs BLDR
+20.2%
+351.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.2% |
| 7D | -2.1% | -2.8% | +0.7% | -1.9% |
| 30D | -1.6% | -13.3% | +11.7% | -0.2% |
| 3M | +2.3% | -12.3% | +14.5% | +3.3% |
| 6M | +14.9% | -31.5% | +46.4% | +19.1% |
| YTD | +7.5% | -36.1% | +43.5% | +12.0% |
| 1Y | +55.7% | -54.1% | +109.8% | +68.8% |
| 3Y | +110.6% | -55.8% | +166.4% | +122.0% |
| All | +372.0% | +20.2% | +351.8% | +312.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling