-31.9%
ADSK vs INVH
-2.4%
-29.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.2% | -8.0% | -8.2% |
| 7D | -16.4% | -2.9% | -13.5% | -15.8% |
| 30D | -9.2% | -6.9% | -2.3% | -7.6% |
| 3M | -6.7% | -2.7% | -4.0% | -6.0% |
| 6M | -15.5% | +8.2% | -23.7% | -16.3% |
| YTD | -26.4% | +4.5% | -30.9% | -26.6% |
| 1Y | -31.9% | -2.3% | -29.6% | -31.6% |
| All | -31.9% | -2.4% | -29.5% | -31.6% |
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