+37.4%
SCHD vs EXR
+25.3%
+12.1%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +2.7% | -0.4% | +3.1% | +2.8% |
| 30D | +7.1% | +18.2% | -11.1% | +2.0% |
| 3M | +5.7% | +7.3% | -1.6% | +3.4% |
| 6M | +15.6% | +13.8% | +1.8% | +11.2% |
| YTD | +34.9% | +25.9% | +9.0% | +23.7% |
| 1Y | +37.4% | +25.8% | +11.5% | +26.0% |
| All | +37.4% | +25.3% | +12.1% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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