+15.7%
SCHG vs EXR
+1.1%
+14.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.8% |
| 7D | -0.7% | -2.6% | +1.9% | -0.5% |
| 30D | +0.2% | -7.2% | +7.4% | +0.7% |
| 3M | +2.2% | -3.5% | +5.7% | +2.3% |
| 6M | +15.0% | -5.3% | +20.3% | +13.8% |
| YTD | +9.2% | +9.4% | -0.2% | +8.5% |
| 1Y | +15.7% | +1.3% | +14.4% | +14.4% |
| All | +15.7% | +1.1% | +14.6% | +14.4% |
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