+119.9%
AMT vs INVH
+75.4%
+44.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.9% |
| 7D | +1.1% | -3.0% | +4.1% | +2.9% |
| 30D | +4.4% | -7.5% | +11.9% | +9.2% |
| 3M | -5.2% | -5.5% | +0.4% | -2.1% |
| 6M | -0.8% | +11.7% | -12.5% | -7.2% |
| YTD | +3.3% | +1.3% | +2.0% | +2.1% |
| 1Y | -6.0% | -6.1% | +0.1% | -3.1% |
| 3Y | +9.6% | -9.8% | +19.4% | +13.5% |
| 5Y | -29.2% | -19.7% | -9.6% | -22.3% |
| All | +119.9% | +75.4% | +44.5% | +59.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling