+50.4%
SCHD vs IBIT
+61.9%
-11.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.7% |
| 7D | -0.3% | +3.0% | -3.3% | -0.5% |
| 30D | +3.4% | +23.1% | -19.7% | +2.1% |
| 3M | +7.6% | +25.6% | -17.9% | +6.0% |
| 6M | +12.2% | +9.1% | +3.0% | +11.3% |
| YTD | +29.0% | -8.9% | +37.9% | +29.3% |
| 1Y | +30.3% | -27.5% | +57.8% | +32.6% |
| All | +50.4% | +61.9% | -11.5% | +44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling