+64.0%
IBIT vs SCHW
+70.0%
-6.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | -5.8% | -2.8% | -3.0% | -4.6% |
| 30D | +21.5% | -0.1% | +21.6% | +21.5% |
| 3M | +24.5% | +20.6% | +3.9% | +14.5% |
| 6M | +10.0% | +15.9% | -6.0% | +2.2% |
| YTD | -12.0% | +8.5% | -20.5% | -15.3% |
| 1Y | -32.3% | +17.8% | -50.2% | -37.3% |
| All | +64.0% | +70.0% | -6.0% | +15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling