+66.7%
IBIT vs SCHW
+69.3%
-2.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.4% | -0.9% |
| 7D | +1.4% | -1.3% | +2.7% | +2.1% |
| 30D | +20.6% | -0.4% | +21.0% | +20.8% |
| 3M | +23.7% | +21.7% | +2.0% | +13.3% |
| 6M | +15.0% | +13.0% | +2.0% | +8.2% |
| YTD | -10.6% | +8.0% | -18.6% | -13.8% |
| 1Y | -30.3% | +15.8% | -46.1% | -35.0% |
| All | +66.7% | +69.3% | -2.6% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SCHW 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling