+381.8%
AXP vs INVH
+75.1%
+306.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +0.8% |
| 7D | -1.1% | +1.3% | -2.4% | -1.8% |
| 30D | +5.2% | +1.5% | +3.7% | +4.3% |
| 3M | -4.6% | -9.4% | +4.9% | +0.7% |
| 6M | +3.2% | -3.3% | +6.5% | +4.6% |
| YTD | -11.3% | +1.2% | -12.6% | -13.1% |
| 1Y | -11.0% | +1.5% | -12.5% | -13.0% |
| 3Y | +120.2% | -2.4% | +122.6% | +115.9% |
| 5Y | +91.7% | -20.6% | +112.3% | +109.2% |
| All | +381.8% | +75.1% | +306.7% | +242.0% |
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