+338.7%
AEM vs INVH
-9.7%
+348.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | -2.1% | -3.0% | +0.9% | -1.4% |
| 30D | +8.4% | -7.5% | +16.0% | +10.4% |
| 3M | +27.3% | -5.5% | +32.8% | +28.7% |
| 6M | -9.7% | +11.7% | -21.4% | -12.9% |
| YTD | +19.0% | +1.3% | +17.6% | +17.5% |
| 1Y | +31.5% | -6.1% | +37.6% | +33.2% |
| 3Y | +338.7% | -9.8% | +348.5% | +353.7% |
| All | +338.7% | -9.7% | +348.4% | +353.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling