+67.5%
ACWI vs INVH
-20.4%
+88.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | 0.0% | -2.3% | +2.3% | +0.8% |
| 30D | -0.6% | -5.7% | +5.1% | +1.3% |
| 3M | +4.3% | -4.5% | +8.7% | +5.6% |
| 6M | +12.7% | +11.0% | +1.7% | +8.0% |
| YTD | +13.9% | +3.7% | +10.2% | +11.6% |
| 1Y | +20.5% | -2.8% | +23.4% | +20.8% |
| 3Y | +76.5% | -7.1% | +83.7% | +77.2% |
| 5Y | +67.5% | -19.4% | +86.9% | +76.8% |
| All | +67.5% | -20.4% | +88.0% | +76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling