+19.2%
ACWI vs INVH
-4.7%
+23.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.8% |
| 7D | -1.9% | -3.1% | +1.2% | -1.8% |
| 30D | -1.3% | -7.5% | +6.2% | -1.1% |
| 3M | +5.0% | -6.3% | +11.3% | +5.2% |
| 6M | +11.7% | +9.4% | +2.3% | +10.2% |
| YTD | +13.0% | +1.4% | +11.5% | +12.0% |
| 1Y | +19.2% | -4.1% | +23.3% | +19.5% |
| All | +19.2% | -4.7% | +23.9% | +19.5% |
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