+50.0%
LULU vs BLDR
+383.3%
-333.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.2% | +1.4% |
| 7D | -1.6% | -8.2% | +6.6% | +1.1% |
| 30D | -18.1% | -16.6% | -1.5% | -13.5% |
| 3M | -18.8% | -23.2% | +4.4% | -12.6% |
| 6M | -39.2% | -33.7% | -5.5% | -31.7% |
| YTD | -52.4% | -41.3% | -11.0% | -44.9% |
| 1Y | -40.3% | -58.8% | +18.5% | -22.7% |
| 3Y | -75.1% | -57.5% | -17.6% | -69.8% |
| 5Y | -76.7% | +12.9% | -89.6% | -80.3% |
| All | +50.0% | +383.3% | -333.4% | -28.8% |
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