+387.3%
AEIS vs INVH
+79.4%
+307.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | +6.5% | -2.3% | +8.8% | +7.8% |
| 30D | -9.2% | -5.7% | -3.5% | -6.4% |
| 3M | -8.3% | -4.5% | -3.9% | -7.1% |
| 6M | -6.3% | +11.0% | -17.3% | -13.8% |
| YTD | +36.5% | +3.7% | +32.8% | +30.1% |
| 1Y | +84.8% | -2.8% | +87.6% | +82.5% |
| 3Y | +176.6% | -7.1% | +183.7% | +176.9% |
| 5Y | +237.1% | -19.4% | +256.5% | +264.1% |
| All | +387.3% | +79.4% | +307.8% | +222.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling