+376.3%
AMD vs INVH
-19.3%
+395.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.2% |
| 7D | +10.0% | -3.1% | +13.2% | +11.6% |
| 30D | +4.6% | -7.1% | +11.7% | +8.1% |
| 3M | +3.1% | -3.0% | +6.1% | +3.5% |
| 6M | +162.8% | +10.1% | +152.7% | +145.0% |
| YTD | +136.2% | +3.8% | +132.3% | +126.1% |
| 1Y | +234.0% | -2.1% | +236.1% | +229.3% |
| 3Y | +376.7% | -7.0% | +383.7% | +370.8% |
| 5Y | +376.3% | -20.6% | +396.9% | +430.8% |
| All | +376.3% | -19.3% | +395.7% | +430.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling