+9.7%
AMD vs INVH
-9.0%
+18.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | 0.0% | +14.8% | +14.7% |
| 7D | +6.5% | +1.8% | +4.6% | +7.9% |
| 30D | -15.3% | +1.1% | -16.4% | -14.5% |
| 3M | +9.7% | -8.3% | +18.1% | +6.8% |
| All | +9.7% | -9.0% | +18.7% | +6.8% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling