+440.6%
ASX vs INVH
-20.2%
+460.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +5.2% | -3.0% | +8.2% | +6.0% |
| 30D | +0.5% | -7.5% | +8.0% | +2.4% |
| 3M | +8.3% | -5.5% | +13.9% | +9.3% |
| 6M | +82.0% | +11.7% | +70.3% | +73.5% |
| YTD | +147.6% | +1.3% | +146.3% | +142.9% |
| 1Y | +258.8% | -6.1% | +264.9% | +261.1% |
| 3Y | +452.1% | -9.8% | +461.8% | +453.2% |
| All | +440.6% | -20.2% | +460.7% | +469.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling