+46.1%
ASML vs INVH
+1.1%
+45.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.6% | -7.2% | -2.4% |
| 7D | -10.0% | +3.1% | -13.1% | -9.1% |
| 30D | -19.4% | +5.8% | -25.2% | -18.0% |
| 3M | -12.5% | -8.5% | -4.0% | -13.9% |
| 6M | +8.2% | -1.3% | +9.6% | +7.3% |
| YTD | +40.7% | +2.6% | +38.1% | +39.1% |
| 1Y | +46.1% | +0.7% | +45.4% | +42.8% |
| All | +46.1% | +1.1% | +45.1% | +42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling