-18.1%
AMRZ vs INVH
-14.5%
-3.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | +0.2% | +1.8% | -1.6% | -0.4% |
| 30D | +16.2% | +1.1% | +15.1% | +15.8% |
| 3M | -8.9% | -8.3% | -0.6% | -6.8% |
| 6M | -20.1% | -3.7% | -16.4% | -19.3% |
| YTD | -21.3% | +0.8% | -22.1% | -21.6% |
| 1Y | -12.6% | +1.0% | -13.7% | -13.1% |
| All | -18.1% | -14.5% | -3.6% | -11.3% |
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