+188.5%
AMAT vs INVH
-2.6%
+191.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.9% |
| 7D | +6.9% | -2.3% | +9.2% | +5.9% |
| 30D | -10.1% | -5.7% | -4.4% | -12.2% |
| 3M | -6.0% | -4.5% | -1.5% | -7.2% |
| 6M | +38.6% | +11.0% | +27.7% | +39.6% |
| YTD | +83.1% | +3.7% | +79.4% | +85.6% |
| All | +188.5% | -2.6% | +191.0% | +198.2% |
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 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