+19.9%
CHD vs INVH
-20.2%
+40.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -4.5% | -3.0% | -1.5% | -3.7% |
| 30D | -6.7% | -7.5% | +0.8% | -4.9% |
| 3M | -2.7% | -5.5% | +2.8% | -1.3% |
| 6M | -4.9% | +11.7% | -16.6% | -7.2% |
| YTD | +13.3% | +1.3% | +12.0% | +12.9% |
| 1Y | +1.0% | -6.1% | +7.1% | +2.3% |
| 3Y | +1.3% | -9.8% | +11.1% | +2.8% |
| All | +19.9% | -20.2% | +40.1% | +23.9% |
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