-13.7%
AXP vs INVH
-2.8%
-10.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.4% |
| 7D | -2.1% | -3.3% | +1.2% | -1.4% |
| 30D | +2.7% | +0.2% | +2.4% | +2.6% |
| 3M | -7.3% | -9.5% | +2.2% | -5.5% |
| 6M | +1.8% | -4.3% | +6.1% | +2.5% |
| YTD | -13.1% | -0.8% | -12.2% | -13.0% |
| 1Y | -13.7% | -3.6% | -10.1% | -10.2% |
| All | -13.7% | -2.8% | -10.9% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling