+47.2%
CAPR vs INVH
+1.1%
+46.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.6% | +4.6% | +10.7% |
| 7D | +43.2% | +3.1% | +40.1% | +45.8% |
| 30D | +14.7% | +5.8% | +8.9% | +19.3% |
| 3M | +113.9% | -8.5% | +122.4% | +96.4% |
| 6M | -73.4% | -1.3% | -72.0% | -73.7% |
| YTD | -69.1% | +2.6% | -71.7% | -69.0% |
| 1Y | +47.2% | +0.7% | +46.5% | -5.0% |
| All | +47.2% | +1.1% | +46.1% | -5.0% |
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 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