-99.5%
AMC vs INVH
-20.4%
-79.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.8% |
| 7D | -6.8% | -2.3% | -4.5% | -5.3% |
| 30D | +1.7% | -5.7% | +7.4% | +5.7% |
| 3M | +26.8% | -4.5% | +31.3% | +29.9% |
| 6M | +117.7% | +11.0% | +106.7% | +101.5% |
| YTD | +57.7% | +3.7% | +54.0% | +52.0% |
| 1Y | -12.5% | -2.8% | -9.6% | -12.2% |
| 3Y | -65.7% | -7.1% | -58.6% | -66.3% |
| 5Y | -99.5% | -19.4% | -80.1% | -99.4% |
| All | -99.5% | -20.4% | -79.1% | -99.4% |
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