-16.0%
IONQ vs SCHD
+28.5%
-44.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | -5.6% | -3.1% | -2.5% | -4.6% |
| 30D | -15.2% | -0.8% | -14.4% | -15.0% |
| 3M | -34.9% | +6.2% | -41.1% | -37.3% |
| 6M | +4.9% | +11.8% | -6.9% | -2.0% |
| YTD | -17.9% | +26.0% | -43.9% | -26.8% |
| 1Y | -16.0% | +28.1% | -44.1% | -28.3% |
| All | -16.0% | +28.5% | -44.5% | -28.3% |
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