+476.3%
ASX vs INVH
-7.6%
+483.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.7% | +3.5% |
| 7D | +11.1% | -2.3% | +13.4% | +11.2% |
| 30D | +9.6% | -5.7% | +15.3% | +9.9% |
| 3M | +18.6% | -4.5% | +23.1% | +18.6% |
| 6M | +92.1% | +11.0% | +81.2% | +87.0% |
| YTD | +158.5% | +3.7% | +154.8% | +154.8% |
| 1Y | +271.9% | -2.8% | +274.7% | +272.3% |
| All | +476.3% | -7.6% | +483.8% | +484.7% |
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