+73.1%
CDNS vs INVH
-20.1%
+93.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +1.1% |
| 7D | -6.5% | -3.1% | -3.4% | -5.2% |
| 30D | -13.0% | -7.5% | -5.5% | -10.1% |
| 3M | -26.0% | -6.3% | -19.7% | -24.2% |
| 6M | -2.8% | +9.4% | -12.3% | -8.1% |
| YTD | -8.8% | +1.4% | -10.2% | -10.8% |
| 1Y | -15.8% | -4.1% | -11.7% | -15.4% |
| 3Y | +19.7% | -9.2% | +28.9% | +21.1% |
| All | +73.1% | -20.1% | +93.2% | +95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling