+62.7%
CRWD vs INVH
+0.2%
+62.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | 0.0% | -9.8% | -9.9% |
| 7D | -16.8% | +3.5% | -20.3% | -16.2% |
| 30D | -22.1% | +4.4% | -26.5% | -21.4% |
| 3M | +3.5% | -8.6% | +12.1% | +1.7% |
| 6M | +82.3% | -1.7% | +84.0% | +80.6% |
| YTD | +85.3% | +2.6% | +82.8% | +80.7% |
| 1Y | +62.7% | +1.5% | +61.1% | +62.6% |
| All | +62.7% | +0.2% | +62.5% | +62.6% |
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 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