-16.2%
CDNS vs INVH
-2.4%
-13.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -4.0% |
| 7D | -14.0% | -2.9% | -11.1% | -14.2% |
| 30D | -13.2% | -6.9% | -6.2% | -13.7% |
| 3M | -28.9% | -2.7% | -26.2% | -29.1% |
| 6M | -4.2% | +8.2% | -12.4% | -5.3% |
| YTD | -6.4% | +4.5% | -10.8% | -7.1% |
| 1Y | -16.2% | -2.3% | -13.9% | -10.0% |
| All | -16.2% | -2.4% | -13.8% | -10.0% |
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