+553.0%
SCHD vs BLDR
+4,316.5%
-3,763.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.7% |
| 7D | -2.6% | -2.7% | +0.1% | -2.3% |
| 30D | -0.3% | -14.7% | +14.4% | +1.8% |
| 3M | +6.1% | -20.8% | +26.9% | +9.0% |
| 6M | +11.7% | -35.3% | +47.1% | +17.5% |
| YTD | +26.3% | -40.3% | +66.7% | +34.0% |
| 1Y | +28.8% | -56.3% | +85.0% | +42.4% |
| 3Y | +55.0% | -56.1% | +111.2% | +67.3% |
| 5Y | +60.0% | +12.9% | +47.1% | +48.1% |
| 10Y | +243.1% | +386.5% | -143.3% | +155.6% |
| All | +553.0% | +4,316.5% | -3,763.5% | +236.5% |
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