+358.3%
DELL vs INVH
-4.3%
+362.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.0% | +12.0% |
| 7D | +8.2% | -3.0% | +11.2% | +7.4% |
| 30D | +17.1% | -7.5% | +24.6% | +15.0% |
| 3M | +45.2% | -5.5% | +50.7% | +42.7% |
| 6M | +286.8% | +11.7% | +275.1% | +272.4% |
| YTD | +354.8% | +1.3% | +353.4% | +345.9% |
| 1Y | +358.3% | -6.1% | +364.3% | +381.1% |
| All | +358.3% | -4.3% | +362.6% | +381.1% |
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