-44.8%
IONQ vs SCHD
+14.8%
-59.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.2% | -9.1% | -9.5% |
| 7D | +16.8% | +1.4% | +15.3% | +17.6% |
| 30D | -11.1% | +7.7% | -18.8% | -6.7% |
| 3M | -31.7% | +5.7% | -37.4% | -28.5% |
| 6M | -44.8% | +14.9% | -59.7% | -45.0% |
| All | -44.8% | +14.8% | -59.6% | -45.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling