+38.9%
AMC vs INVH
-2.8%
+41.7%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.4% | -3.0% |
| 7D | +3.5% | -0.9% | +4.4% | +3.9% |
| 30D | +12.5% | +1.2% | +11.3% | +11.8% |
| 3M | +23.6% | -10.4% | +34.0% | +28.2% |
| 6M | +144.4% | -3.6% | +148.0% | +146.7% |
| YTD | +108.3% | -0.1% | +108.4% | +97.1% |
| 1Y | +38.9% | -0.7% | +39.6% | +38.5% |
| All | +38.9% | -2.8% | +41.7% | +38.5% |
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