+5.9%
SCHG vs BLDR
-38.1%
+44.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.3% | -8.0% | +0.5% |
| 7D | -2.5% | +24.4% | -26.9% | -4.4% |
| 30D | -5.4% | +24.9% | -30.4% | -7.4% |
| 3M | -2.2% | -7.8% | +5.6% | -0.9% |
| 6M | +5.2% | -5.8% | +10.9% | +5.6% |
| YTD | +6.8% | -32.5% | +39.2% | +9.9% |
| 1Y | +5.9% | -36.7% | +42.6% | +9.5% |
| All | +5.9% | -38.1% | +44.0% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling