-66.5%
AMC vs INVH
-7.6%
-58.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.9% |
| 7D | -6.8% | -2.3% | -4.5% | -6.0% |
| 30D | +1.7% | -5.7% | +7.4% | +3.8% |
| 3M | +26.8% | -4.5% | +31.3% | +28.9% |
| 6M | +117.7% | +11.0% | +106.7% | +108.7% |
| YTD | +57.7% | +3.7% | +54.0% | +54.3% |
| 1Y | -12.5% | -2.8% | -9.6% | -12.2% |
| All | -66.5% | -7.6% | -58.9% | -65.2% |
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