+116.2%
ASML vs INVH
-2.1%
+118.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +2.8% | -2.3% | +5.1% | +2.2% |
| 30D | -0.2% | -5.7% | +5.5% | -1.6% |
| 3M | -2.6% | -4.5% | +1.9% | -3.4% |
| 6M | +27.9% | +11.0% | +16.9% | +27.1% |
| YTD | +62.4% | +3.7% | +58.7% | +60.8% |
| 1Y | +116.2% | -2.8% | +119.1% | +108.9% |
| All | +116.2% | -2.1% | +118.3% | +108.9% |
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 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