+47.3%
SCHD vs IBIT
+58.5%
-11.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -2.6% | +1.1% | -3.8% | -2.7% |
| 30D | -0.3% | +22.2% | -22.5% | -1.6% |
| 3M | +6.1% | +26.0% | -20.0% | +4.5% |
| 6M | +11.7% | +13.2% | -1.5% | +10.6% |
| YTD | +26.3% | -10.8% | +37.1% | +26.8% |
| 1Y | +28.8% | -29.9% | +58.7% | +31.4% |
| All | +47.3% | +58.5% | -11.2% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling