+35.8%
AVAV vs INVH
-21.7%
+57.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.0% |
| 7D | +9.9% | -2.5% | +12.4% | +10.7% |
| 30D | -5.4% | +0.7% | -6.1% | -5.8% |
| 3M | -36.5% | -8.8% | -27.8% | -34.7% |
| 6M | -25.3% | -5.0% | -20.2% | -24.4% |
| YTD | -48.6% | 0.0% | -48.6% | -49.2% |
| 1Y | -62.1% | -1.9% | -60.2% | -62.3% |
| 3Y | +2.3% | -5.0% | +7.3% | +0.4% |
| All | +35.8% | -21.7% | +57.6% | +37.2% |
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