+30.3%
SCHD vs IBKR
+45.1%
-14.8%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | -0.3% | -3.3% | +3.0% | -0.2% |
| 30D | +3.4% | +4.5% | -1.0% | +3.3% |
| 3M | +7.6% | +6.5% | +1.1% | +7.1% |
| 6M | +12.2% | +34.2% | -22.0% | +9.7% |
| YTD | +29.0% | +44.5% | -15.5% | +25.4% |
| 1Y | +30.3% | +44.7% | -14.4% | +27.1% |
| All | +30.3% | +45.1% | -14.8% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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