+439.6%
THC vs EXR
+51.9%
+387.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | +8.8% | +1.7% | +7.1% | +8.2% |
| 30D | +10.0% | +18.0% | -8.0% | +3.1% |
| 3M | +11.7% | +9.7% | +2.0% | +7.6% |
| 6M | +52.5% | +13.4% | +39.0% | +45.0% |
| YTD | +46.1% | +26.3% | +19.8% | +32.3% |
| 1Y | +49.1% | +27.6% | +21.5% | +34.4% |
| 3Y | +439.6% | +52.2% | +387.5% | +344.3% |
| All | +439.6% | +51.9% | +387.7% | +344.3% |
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