+95.5%
AMD vs INVH
+1.1%
+94.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | +2.9% |
| 7D | -15.5% | +3.1% | -18.6% | -14.2% |
| 30D | -22.6% | +5.8% | -28.4% | -20.3% |
| 3M | -5.7% | -8.5% | +2.8% | -8.8% |
| 6M | +43.1% | -1.3% | +44.5% | +41.6% |
| YTD | +128.2% | +2.6% | +125.6% | +130.0% |
| 1Y | +95.5% | +0.7% | +94.8% | +103.7% |
| All | +95.5% | +1.1% | +94.4% | +103.7% |
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