+50.6%
AA vs INVH
-4.3%
+54.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -3.4% | -3.0% | -0.4% | -4.7% |
| 30D | -5.8% | -7.5% | +1.7% | -9.0% |
| 3M | -29.9% | -5.5% | -24.4% | -31.4% |
| 6M | -27.0% | +11.7% | -38.7% | -24.3% |
| YTD | -8.7% | +1.3% | -10.0% | -6.3% |
| 1Y | +50.6% | -6.1% | +56.7% | +54.2% |
| All | +50.6% | -4.3% | +54.9% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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