+99.3%
ENB vs INVH
+75.4%
+23.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | -4.7% | -3.0% | -1.7% | -3.5% |
| 30D | -5.9% | -7.5% | +1.6% | -3.0% |
| 3M | -14.2% | -5.5% | -8.7% | -12.4% |
| 6M | -8.6% | +11.7% | -20.3% | -12.8% |
| YTD | +3.9% | +1.3% | +2.6% | +2.7% |
| 1Y | +1.8% | -6.1% | +7.9% | +3.6% |
| 3Y | +68.5% | -9.8% | +78.3% | +71.6% |
| 5Y | +62.4% | -19.7% | +82.1% | +70.4% |
| All | +99.3% | +75.4% | +23.9% | +44.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling