+195.2%
AMD vs INVH
-2.4%
+197.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.9% | +4.6% |
| 7D | +2.6% | -2.9% | +5.5% | +0.9% |
| 30D | -0.9% | -6.9% | +6.0% | -4.7% |
| 3M | -8.7% | -2.7% | -6.0% | -9.7% |
| 6M | +136.3% | +8.2% | +128.1% | +140.9% |
| YTD | +123.0% | +4.5% | +118.5% | +126.7% |
| 1Y | +195.2% | -2.3% | +197.5% | +188.9% |
| All | +195.2% | -2.4% | +197.6% | +188.9% |
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