-44.7%
IONQ vs SCHD
+42.1%
-86.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.5% |
| 7D | -8.9% | +3.2% | -12.1% | -9.1% |
| 30D | -31.3% | +10.7% | -41.9% | -32.4% |
| 3M | -29.2% | +7.8% | -37.0% | -29.9% |
| 6M | -35.4% | +16.7% | -52.1% | -39.1% |
| YTD | -34.2% | +35.3% | -69.4% | -42.0% |
| 1Y | -44.7% | +41.8% | -86.4% | -55.5% |
| All | -44.7% | +42.1% | -86.8% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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