+54.4%
SCHD vs EXR
+22.1%
+32.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -3.1% | -3.2% | +0.1% | -2.2% |
| 30D | -0.8% | -6.9% | +6.1% | +1.2% |
| 3M | +6.2% | -7.8% | +14.0% | +8.5% |
| 6M | +11.8% | -4.9% | +16.7% | +13.1% |
| YTD | +26.0% | +7.2% | +18.8% | +23.0% |
| 1Y | +28.1% | -1.5% | +29.7% | +27.9% |
| All | +54.4% | +22.1% | +32.2% | +49.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling