-81.6%
CHTR vs INVH
-20.2%
-61.4%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -4.1% | -3.0% | -1.1% | -2.7% |
| 30D | -3.0% | -7.5% | +4.6% | +0.9% |
| 3M | +4.8% | -5.5% | +10.3% | +7.8% |
| 6M | -35.0% | +11.7% | -46.7% | -38.4% |
| YTD | -30.2% | +1.3% | -31.5% | -30.8% |
| 1Y | -44.8% | -6.1% | -38.7% | -43.2% |
| 3Y | -66.6% | -9.8% | -56.8% | -65.4% |
| All | -81.6% | -20.2% | -61.4% | -80.4% |
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 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