+54.4%
SCHD vs BLDR
-58.1%
+112.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | +0.3% |
| 7D | -3.1% | -8.1% | +5.0% | -2.0% |
| 30D | -0.8% | -21.5% | +20.7% | +2.5% |
| 3M | +6.2% | -21.0% | +27.2% | +9.0% |
| 6M | +11.8% | -37.1% | +48.9% | +18.4% |
| YTD | +26.0% | -42.7% | +68.6% | +34.9% |
| 1Y | +28.1% | -58.0% | +86.1% | +44.0% |
| All | +54.4% | -58.1% | +112.4% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling