+265.9%
IONQ vs SCHD
+96.6%
+169.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +2.7% |
| 7D | +0.8% | -0.3% | +1.1% | +1.3% |
| 30D | -1.0% | +3.4% | -4.5% | -6.9% |
| 3M | -39.8% | +7.6% | -47.4% | -48.0% |
| 6M | +6.4% | +12.2% | -5.7% | -14.3% |
| YTD | -11.9% | +29.0% | -40.9% | -45.4% |
| 1Y | -6.2% | +30.3% | -36.4% | -43.2% |
| 3Y | +125.7% | +56.1% | +69.5% | +0.5% |
| 5Y | +296.0% | +60.4% | +235.6% | +82.8% |
| All | +265.9% | +96.6% | +169.3% | +44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling