+256.3%
ASX vs INVH
-4.7%
+261.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -4.2% |
| 7D | +6.5% | -3.1% | +9.6% | +5.0% |
| 30D | +3.1% | -7.5% | +10.6% | -0.3% |
| 3M | +17.4% | -6.3% | +23.7% | +14.4% |
| 6M | +85.4% | +9.4% | +76.0% | +85.4% |
| YTD | +150.1% | +1.4% | +148.7% | +148.6% |
| 1Y | +256.3% | -4.1% | +260.4% | +242.5% |
| All | +256.3% | -4.7% | +261.0% | +242.5% |
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