+947.5%
LNT vs BLDR
+389.5%
+558.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.3% |
| 7D | +1.0% | -0.3% | +1.4% | +1.0% |
| 30D | -1.1% | -16.2% | +15.1% | +0.2% |
| 3M | -3.6% | -14.4% | +10.8% | -2.7% |
| 6M | -2.7% | -32.8% | +30.1% | 0.0% |
| YTD | +8.0% | -39.2% | +47.2% | +11.6% |
| 1Y | +10.5% | -57.7% | +68.1% | +17.3% |
| 3Y | +49.6% | -55.3% | +104.8% | +55.7% |
| 5Y | +32.2% | +15.6% | +16.6% | +25.3% |
| 10Y | +141.8% | +359.8% | -218.0% | +96.3% |
| All | +947.5% | +389.5% | +558.0% | +590.7% |
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 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