+33.2%
ACGL vs INVH
-4.3%
+37.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.4% | 0.0% |
| 7D | +2.2% | -0.9% | +3.1% | +2.5% |
| 30D | +12.3% | +1.2% | +11.1% | +11.8% |
| 3M | +11.8% | -10.4% | +22.2% | +16.5% |
| 6M | +17.5% | -3.6% | +21.1% | +19.2% |
| YTD | +14.3% | -0.1% | +14.4% | +14.1% |
| 1Y | +18.2% | -0.7% | +18.8% | +18.2% |
| 3Y | +33.2% | -4.6% | +37.7% | +40.2% |
| All | +33.2% | -4.3% | +37.5% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling