+27.6%
SCHD vs IBIT
-32.3%
+59.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -1.0% |
| 3M | +5.7% | +21.4% | -15.7% | +5.0% |
| 6M | +11.9% | +9.2% | +2.6% | +11.4% |
| YTD | +26.4% | -11.8% | +38.3% | +26.9% |
| 1Y | +27.6% | -32.7% | +60.3% | +30.7% |
| All | +27.6% | -32.3% | +59.9% | +30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling