+308.9%
CAH vs INVH
+75.5%
+233.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -0.9% |
| 7D | -5.1% | -3.1% | -1.9% | -4.0% |
| 30D | -1.8% | -7.5% | +5.7% | +0.9% |
| 3M | +9.4% | -6.3% | +15.6% | +11.7% |
| 6M | +9.2% | +9.4% | -0.2% | +5.6% |
| YTD | +15.7% | +1.4% | +14.3% | +14.5% |
| 1Y | +59.7% | -4.1% | +63.8% | +61.2% |
| 3Y | +178.5% | -9.2% | +187.7% | +182.3% |
| 5Y | +398.3% | -19.6% | +417.9% | +420.5% |
| All | +308.9% | +75.5% | +233.4% | +217.5% |
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 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