+1,329.5%
THC vs EXR
+221.5%
+1,108.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | +3.7% | +5.2% | -1.5% | +1.3% |
| 30D | +9.0% | +20.9% | -11.8% | -0.1% |
| 3M | +10.4% | +7.7% | +2.7% | +6.5% |
| 6M | +45.7% | +13.2% | +32.5% | +37.2% |
| YTD | +42.6% | +26.5% | +16.1% | +26.9% |
| 1Y | +38.8% | +27.2% | +11.6% | +23.1% |
| 3Y | +418.8% | +71.5% | +347.3% | +286.0% |
| 5Y | +275.7% | +0.4% | +275.3% | +261.2% |
| All | +1,329.5% | +221.5% | +1,108.0% | +908.9% |
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