+58.2%
CAPR vs INVH
-2.4%
+60.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.1% |
| 7D | -2.0% | -2.9% | +0.9% | -4.9% |
| 30D | +139.2% | -6.9% | +146.1% | +123.2% |
| 3M | -66.4% | -2.7% | -63.7% | -67.4% |
| 6M | -63.1% | +8.2% | -71.3% | -59.5% |
| YTD | -67.4% | +4.5% | -71.9% | -66.9% |
| 1Y | +58.2% | -2.3% | +60.6% | +65.8% |
| All | +58.2% | -2.4% | +60.6% | +65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling