-6.8%
CBRE vs INVH
+1.1%
-7.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.6% | +0.5% | +2.3% |
| 7D | +14.1% | +3.1% | +11.0% | +12.4% |
| 30D | +9.0% | +5.8% | +3.3% | +6.0% |
| 3M | -6.6% | -8.5% | +1.9% | -2.8% |
| 6M | +0.8% | -1.3% | +2.1% | +1.4% |
| YTD | -12.2% | +2.6% | -14.8% | -13.6% |
| 1Y | -6.8% | +0.7% | -7.5% | -6.4% |
| All | -6.8% | +1.1% | -7.9% | -6.4% |
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 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