+253.4%
AG vs INVH
-9.7%
+263.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.9% | -2.9% |
| 7D | -6.7% | -3.0% | -3.7% | -5.6% |
| 30D | +2.2% | -7.5% | +9.7% | +5.2% |
| 3M | +15.7% | -5.5% | +21.2% | +17.8% |
| 6M | -23.8% | +11.7% | -35.5% | -28.5% |
| YTD | +17.6% | +1.3% | +16.3% | +15.4% |
| 1Y | +88.6% | -6.1% | +94.7% | +92.6% |
| 3Y | +253.4% | -9.8% | +263.2% | +290.2% |
| All | +253.4% | -9.7% | +263.1% | +290.2% |
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