+196.5%
B vs INVH
+80.8%
+115.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -1.6% | -2.9% | +1.3% | -0.9% |
| 30D | +9.4% | -6.9% | +16.4% | +11.4% |
| 3M | +5.0% | -2.7% | +7.7% | +5.4% |
| 6M | -3.5% | +8.2% | -11.7% | -5.7% |
| YTD | +4.5% | +4.5% | 0.0% | +2.8% |
| 1Y | +67.8% | -2.3% | +70.1% | +67.8% |
| 3Y | +196.7% | -7.3% | +204.0% | +199.4% |
| 5Y | +151.9% | -20.5% | +172.4% | +159.2% |
| All | +196.5% | +80.8% | +115.8% | +169.4% |
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