+1,160.9%
SCHW vs BLDR
+380.2%
+780.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.1% |
| 7D | -1.6% | -2.7% | +1.1% | -1.0% |
| 30D | -1.1% | -14.7% | +13.7% | +2.1% |
| 3M | +20.4% | -20.8% | +41.2% | +25.0% |
| 6M | +13.6% | -35.3% | +49.0% | +22.3% |
| YTD | +7.7% | -40.3% | +48.0% | +17.1% |
| 1Y | +15.2% | -56.3% | +71.5% | +33.2% |
| 3Y | +87.1% | -56.1% | +143.3% | +107.5% |
| 5Y | +57.5% | +12.9% | +44.6% | +37.9% |
| 10Y | +295.1% | +386.5% | -91.3% | +134.7% |
| All | +1,160.9% | +380.2% | +780.7% | +414.4% |
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