+115.4%
AMD vs INVH
-2.8%
+118.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.8% | -9.5% | -8.3% |
| 7D | +18.9% | -0.9% | +19.9% | +18.4% |
| 30D | -6.4% | +1.2% | -7.6% | -5.5% |
| 3M | +10.6% | -10.4% | +21.0% | +5.1% |
| 6M | +19.9% | -3.6% | +23.5% | +17.1% |
| YTD | +149.4% | -0.1% | +149.5% | +148.0% |
| 1Y | +115.4% | -0.7% | +116.0% | +115.4% |
| All | +115.4% | -2.8% | +118.2% | +115.4% |
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 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