+1.6%
EQH vs INVH
-4.3%
+5.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +0.7% | -3.0% | +3.7% | +1.2% |
| 30D | +2.8% | -7.5% | +10.4% | +4.3% |
| 3M | +23.1% | -5.5% | +28.6% | +24.0% |
| 6M | +41.4% | +11.7% | +29.7% | +35.3% |
| YTD | +14.3% | +1.3% | +12.9% | +12.2% |
| 1Y | +1.6% | -6.1% | +7.7% | +2.2% |
| All | +1.6% | -4.3% | +5.9% | +2.2% |
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