+2.6%
AVTR vs INVH
+37.3%
-34.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.3% |
| 7D | +1.6% | -2.3% | +3.9% | +2.8% |
| 30D | +8.4% | -5.7% | +14.1% | +11.8% |
| 3M | +50.2% | -4.5% | +54.6% | +53.7% |
| 6M | +82.6% | +11.0% | +71.6% | +71.2% |
| YTD | +29.8% | +3.7% | +26.2% | +26.1% |
| 1Y | +16.0% | -2.8% | +18.8% | +16.9% |
| 3Y | -26.4% | -7.1% | -19.3% | -25.1% |
| 5Y | -64.5% | -19.4% | -45.0% | -61.3% |
| All | +2.6% | +37.3% | -34.7% | -4.0% |
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