+695.8%
ENTG vs INVH
+79.4%
+616.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | +8.9% | -2.3% | +11.2% | +10.3% |
| 30D | -0.8% | -5.7% | +4.9% | +2.3% |
| 3M | +6.6% | -4.5% | +11.0% | +8.1% |
| 6M | +22.1% | +11.0% | +11.1% | +12.3% |
| YTD | +70.2% | +3.7% | +66.5% | +62.8% |
| 1Y | +76.7% | -2.8% | +79.6% | +74.8% |
| 3Y | +50.5% | -7.1% | +57.6% | +51.7% |
| 5Y | +21.8% | -19.4% | +41.2% | +32.6% |
| All | +695.8% | +79.4% | +616.4% | +492.1% |
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 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