-47.1%
EOSE vs INVH
-2.4%
-44.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.2% | +11.1% | +10.7% |
| 7D | +19.0% | -2.9% | +21.9% | +16.4% |
| 30D | +1.6% | -6.9% | +8.5% | -3.7% |
| 3M | -52.0% | -2.7% | -49.3% | -52.2% |
| 6M | -42.5% | +8.2% | -50.7% | -40.0% |
| YTD | -66.1% | +4.5% | -70.6% | -63.4% |
| 1Y | -47.1% | -2.3% | -44.8% | -44.3% |
| All | -47.1% | -2.4% | -44.8% | -44.3% |
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