+114.5%
AXP vs INVH
-20.4%
+135.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -2.5% | -2.3% | -0.2% | -1.4% |
| 30D | -5.0% | -5.7% | +0.7% | -2.5% |
| 3M | +1.4% | -4.5% | +5.8% | +3.3% |
| 6M | +6.0% | +11.0% | -5.0% | +0.3% |
| YTD | -12.3% | +3.7% | -16.0% | -14.5% |
| 1Y | +0.3% | -2.8% | +3.1% | +0.8% |
| 3Y | +111.7% | -7.1% | +118.8% | +114.6% |
| 5Y | +114.5% | -19.4% | +134.0% | +134.5% |
| All | +114.5% | -20.4% | +135.0% | +134.5% |
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