+1,117.7%
SCHG vs BLDR
+1,462.1%
-344.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.3% |
| 7D | -0.9% | -2.7% | +1.8% | -0.4% |
| 30D | -2.3% | -14.7% | +12.4% | +0.4% |
| 3M | +4.5% | -20.8% | +25.3% | +8.2% |
| 6M | +13.6% | -35.3% | +48.9% | +21.4% |
| YTD | +7.6% | -40.3% | +47.9% | +16.1% |
| 1Y | +13.0% | -56.3% | +69.3% | +28.6% |
| 3Y | +87.0% | -56.1% | +143.1% | +105.9% |
| 5Y | +82.9% | +12.9% | +69.9% | +66.7% |
| 10Y | +453.6% | +386.5% | +67.2% | +273.3% |
| All | +1,117.7% | +1,462.1% | -344.4% | +463.6% |
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