+79.3%
ADI vs INVH
+1.1%
+78.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.6% | -6.9% | -2.7% |
| 7D | -5.1% | +3.1% | -8.2% | -4.7% |
| 30D | -3.1% | +5.8% | -8.9% | -2.4% |
| 3M | +7.1% | -8.5% | +15.6% | +6.7% |
| 6M | +2.9% | -1.3% | +4.3% | +1.9% |
| YTD | +51.1% | +2.6% | +48.5% | +48.4% |
| 1Y | +79.3% | +0.7% | +78.6% | +77.9% |
| All | +79.3% | +1.1% | +78.2% | +77.9% |
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