-7.0%
EIX vs INVH
-9.7%
+2.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -1.4% | -3.0% | +1.6% | -0.1% |
| 30D | -19.3% | -7.5% | -11.8% | -16.5% |
| 3M | -21.7% | -5.5% | -16.1% | -19.8% |
| 6M | -19.8% | +11.7% | -31.5% | -23.7% |
| YTD | -3.0% | +1.3% | -4.4% | -4.0% |
| 1Y | +5.1% | -6.1% | +11.2% | +7.7% |
| 3Y | -7.0% | -9.8% | +2.8% | -3.1% |
| All | -7.0% | -9.7% | +2.7% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling