+1,591.7%
LMT vs BLDR
+374.7%
+1,217.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.4% |
| 7D | +5.1% | -3.0% | +8.1% | +5.4% |
| 30D | +14.1% | +20.1% | -6.0% | +12.1% |
| 3M | +0.3% | -17.5% | +17.8% | +1.6% |
| 6M | +16.1% | -16.1% | +32.2% | +17.0% |
| YTD | +25.5% | -41.0% | +66.5% | +30.0% |
| 1Y | +34.1% | -41.6% | +75.7% | +38.9% |
| 3Y | +45.1% | -50.8% | +95.9% | +49.6% |
| 5Y | +100.9% | -10.8% | +111.7% | +91.6% |
| 10Y | +199.4% | +486.3% | -286.8% | +131.5% |
| All | +1,591.7% | +374.7% | +1,217.0% | +890.3% |
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