+14.8%
CNH vs INVH
+1.1%
+13.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.6% | -3.8% | -1.4% |
| 7D | +6.5% | +3.1% | +3.4% | +5.3% |
| 30D | -12.0% | +5.8% | -17.7% | -13.7% |
| 3M | +4.4% | -8.5% | +12.9% | +8.0% |
| 6M | +15.7% | -1.3% | +17.0% | +16.5% |
| YTD | +28.2% | +2.6% | +25.6% | +27.3% |
| 1Y | +14.8% | +0.7% | +14.1% | +16.8% |
| All | +14.8% | +1.1% | +13.7% | +16.8% |
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