+914.8%
ASX vs INVH
+80.8%
+834.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -0.7% | -2.9% | +2.2% | +0.3% |
| 30D | +2.0% | -6.9% | +8.9% | +4.5% |
| 3M | -1.3% | -2.7% | +1.4% | -1.2% |
| 6M | +71.4% | +8.2% | +63.2% | +64.2% |
| YTD | +135.3% | +4.5% | +130.9% | +127.7% |
| 1Y | +267.5% | -2.3% | +269.8% | +264.0% |
| 3Y | +388.5% | -7.3% | +395.8% | +385.6% |
| 5Y | +417.1% | -20.5% | +437.6% | +442.2% |
| All | +914.8% | +80.8% | +834.0% | +645.4% |
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