+5.8%
AMCR vs INVH
-9.7%
+15.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -6.3% | -3.0% | -3.3% | -5.1% |
| 30D | -7.8% | -7.5% | -0.3% | -4.9% |
| 3M | +7.5% | -5.5% | +13.1% | +10.0% |
| 6M | +2.7% | +11.7% | -9.0% | -1.1% |
| YTD | +6.0% | +1.3% | +4.7% | +5.5% |
| 1Y | +7.8% | -6.1% | +13.9% | +10.4% |
| 3Y | +5.8% | -9.8% | +15.6% | +10.1% |
| All | +5.8% | -9.7% | +15.5% | +10.1% |
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