+47.4%
SCHD vs IBIT
+56.7%
-9.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -2.0% | -3.2% | +1.3% | -1.8% |
| 30D | -0.4% | +22.0% | -22.4% | -1.7% |
| 3M | +5.7% | +21.4% | -15.7% | +4.4% |
| 6M | +11.9% | +9.2% | +2.6% | +11.0% |
| YTD | +26.4% | -11.8% | +38.3% | +27.0% |
| 1Y | +27.6% | -32.7% | +60.3% | +30.6% |
| All | +47.4% | +56.7% | -9.2% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 10y: compounded portfolio wealth divided by compounded IBIT 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…
10y analysis · Full analysis span regression · 6 months rolling