+56.2%
AG vs INVH
-20.2%
+76.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.9% | -2.9% |
| 7D | -6.7% | -3.0% | -3.7% | -5.3% |
| 30D | +2.2% | -7.5% | +9.7% | +6.2% |
| 3M | +15.7% | -5.5% | +21.2% | +18.4% |
| 6M | -23.8% | +11.7% | -35.5% | -29.2% |
| YTD | +17.6% | +1.3% | +16.3% | +14.9% |
| 1Y | +88.6% | -6.1% | +94.7% | +92.1% |
| 3Y | +253.4% | -9.8% | +263.2% | +263.9% |
| All | +56.2% | -20.2% | +76.3% | +66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling