+1,913.5%
THC vs EXR
+217.4%
+1,696.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | +0.2% | -1.1% | +1.4% | +0.8% |
| 30D | +9.0% | +18.8% | -9.8% | +0.7% |
| 3M | +12.9% | +9.9% | +3.0% | +7.9% |
| 6M | +52.8% | +12.6% | +40.2% | +44.3% |
| YTD | +47.4% | +26.5% | +20.9% | +31.2% |
| 1Y | +47.7% | +24.5% | +23.2% | +32.3% |
| 3Y | +444.7% | +52.4% | +392.2% | +331.0% |
| 5Y | +269.3% | -1.5% | +270.8% | +257.9% |
| 10Y | +1,913.5% | +216.0% | +1,697.6% | +1,327.8% |
| All | +1,913.5% | +217.4% | +1,696.1% | +1,327.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling