-27.8%
COIN vs INVH
-20.2%
-7.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -5.1% | -3.0% | -2.1% | -2.3% |
| 30D | +17.6% | -7.5% | +25.1% | +26.3% |
| 3M | +9.2% | -5.5% | +14.8% | +13.9% |
| 6M | -11.8% | +11.7% | -23.5% | -23.5% |
| YTD | -22.5% | +1.3% | -23.8% | -26.4% |
| 1Y | -45.9% | -6.1% | -39.8% | -44.8% |
| 3Y | +117.4% | -9.8% | +127.2% | +127.4% |
| All | -27.8% | -20.2% | -7.7% | -9.6% |
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