+44.0%
EAT vs INVH
-2.4%
+46.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | 0.0% | -2.9% | +2.9% | +0.7% |
| 30D | +1.9% | -6.9% | +8.8% | +3.5% |
| 3M | +68.7% | -2.7% | +71.4% | +69.8% |
| 6M | +66.9% | +8.2% | +58.7% | +64.5% |
| YTD | +60.4% | +4.5% | +55.9% | +58.5% |
| 1Y | +44.0% | -2.3% | +46.3% | +47.4% |
| All | +44.0% | -2.4% | +46.4% | +47.4% |
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