+24.2%
AVAV vs INVH
-7.6%
+31.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.2% | -5.3% |
| 7D | -3.2% | -2.3% | -0.9% | -2.8% |
| 30D | -25.6% | -5.7% | -19.8% | -24.8% |
| 3M | -20.2% | -4.5% | -15.8% | -19.6% |
| 6M | -38.1% | +11.0% | -49.0% | -39.8% |
| YTD | -41.8% | +3.7% | -45.5% | -42.6% |
| 1Y | -39.0% | -2.8% | -36.2% | -38.9% |
| All | +24.2% | -7.6% | +31.8% | +21.9% |
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