+74.9%
CB vs INVH
-4.3%
+79.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.8% |
| 7D | +2.9% | -0.9% | +3.9% | +3.2% |
| 30D | +7.3% | +1.2% | +6.1% | +6.9% |
| 3M | +9.4% | -10.4% | +19.8% | +12.8% |
| 6M | +19.6% | -3.6% | +23.3% | +21.0% |
| YTD | +21.5% | -0.1% | +21.6% | +21.3% |
| 1Y | +28.0% | -0.7% | +28.7% | +28.0% |
| 3Y | +74.9% | -4.6% | +79.5% | +81.4% |
| All | +74.9% | -4.3% | +79.2% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling