+1,421.7%
LMT vs BLDR
+389.5%
+1,032.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.9% | +6.9% | +2.5% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | -8.2% | -16.2% | +8.0% | -6.9% |
| 3M | +3.7% | -14.4% | +18.1% | +4.7% |
| 6M | -19.2% | -32.8% | +13.6% | -16.8% |
| YTD | +12.9% | -39.2% | +52.0% | +16.9% |
| 1Y | +19.8% | -57.7% | +77.5% | +27.9% |
| 3Y | +37.3% | -55.3% | +92.5% | +42.9% |
| 5Y | +74.4% | +15.6% | +58.8% | +62.7% |
| 10Y | +188.9% | +359.8% | -170.9% | +128.1% |
| All | +1,421.7% | +389.5% | +1,032.2% | +790.9% |
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