-99.9%
AMIX vs INVH
-9.1%
-90.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.4% | +11.5% | +11.9% |
| 7D | +1.2% | +1.3% | -0.1% | +1.4% |
| 30D | -45.3% | +1.5% | -46.9% | -45.2% |
| 3M | -83.1% | -9.4% | -73.6% | -83.3% |
| 6M | -76.9% | -3.3% | -73.6% | -76.9% |
| YTD | -85.3% | +1.2% | -86.5% | -85.2% |
| 1Y | -89.8% | +1.5% | -91.3% | -89.7% |
| All | -99.9% | -9.1% | -90.8% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling