+61.4%
AMAT vs INVH
+1.1%
+60.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.6% | -6.9% | -1.4% |
| 7D | -11.2% | +3.1% | -14.3% | -9.7% |
| 30D | -31.9% | +5.8% | -37.7% | -29.9% |
| 3M | -32.3% | -8.5% | -23.9% | -34.4% |
| 6M | -5.4% | -1.3% | -4.1% | -5.8% |
| YTD | +44.3% | +2.6% | +41.7% | +47.0% |
| 1Y | +61.4% | +0.7% | +60.6% | +62.6% |
| All | +61.4% | +1.1% | +60.3% | +62.6% |
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