-99.8%
AMIX vs INVH
-6.7%
-93.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.3% |
| 7D | -3.4% | -3.1% | -0.3% | -3.8% |
| 30D | -54.4% | -7.1% | -47.3% | -54.9% |
| 3M | -45.7% | -3.0% | -42.8% | -46.0% |
| 6M | -49.2% | +10.1% | -59.3% | -48.3% |
| YTD | -60.3% | +3.8% | -64.2% | -60.0% |
| 1Y | -81.4% | -2.1% | -79.3% | -81.4% |
| All | -99.8% | -6.7% | -93.0% | -99.8% |
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