+117.3%
AXP vs INVH
-3.1%
+120.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +0.9% |
| 7D | -1.1% | +1.3% | -2.4% | -1.6% |
| 30D | +5.2% | +1.5% | +3.7% | +4.6% |
| 3M | -4.6% | -9.4% | +4.9% | -1.0% |
| 6M | +3.2% | -3.3% | +6.5% | +4.1% |
| YTD | -11.3% | +1.2% | -12.6% | -12.4% |
| 1Y | -11.0% | +1.5% | -12.5% | -12.3% |
| All | +117.3% | -3.1% | +120.4% | +120.0% |
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 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