+861.8%
ASX vs INVH
+72.9%
+788.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.3% |
| 7D | +12.4% | -0.9% | +13.3% | +12.7% |
| 30D | -19.8% | +1.2% | -21.0% | -20.5% |
| 3M | -10.3% | -10.4% | +0.1% | -7.2% |
| 6M | +1.2% | -3.6% | +4.9% | +1.1% |
| YTD | +123.0% | -0.1% | +123.1% | +118.2% |
| 1Y | +145.4% | -0.7% | +146.1% | +140.4% |
| 3Y | +368.6% | -4.6% | +373.2% | +356.2% |
| 5Y | +486.0% | -21.7% | +507.7% | +514.1% |
| All | +861.8% | +72.9% | +788.9% | +614.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling