+1,325.8%
CRWD vs INVH
+25.5%
+1,300.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -3.0% | -3.0% | 0.0% | -1.8% |
| 30D | -6.8% | -7.5% | +0.7% | -4.0% |
| 3M | +19.6% | -5.5% | +25.1% | +21.9% |
| 6M | +87.1% | +11.7% | +75.4% | +76.5% |
| YTD | +76.4% | +1.3% | +75.1% | +72.8% |
| 1Y | +90.8% | -6.1% | +96.9% | +92.8% |
| 3Y | +380.0% | -9.8% | +389.7% | +383.9% |
| 5Y | +215.6% | -19.7% | +235.3% | +234.2% |
| All | +1,325.8% | +25.5% | +1,300.3% | +1,235.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling