-60.9%
ADBE vs INVH
-20.2%
-40.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | -5.4% | -3.0% | -2.4% | -3.9% |
| 30D | -2.5% | -7.5% | +5.0% | +1.2% |
| 3M | +15.3% | -5.5% | +20.8% | +18.5% |
| 6M | -7.8% | +11.7% | -19.6% | -13.0% |
| YTD | -27.9% | +1.3% | -29.3% | -28.9% |
| 1Y | -28.0% | -6.1% | -22.0% | -26.2% |
| 3Y | -55.3% | -9.8% | -45.6% | -54.4% |
| All | -60.9% | -20.2% | -40.7% | -55.7% |
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