+9.1%
EQT vs INVH
-4.2%
+13.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +0.5% |
| 7D | -1.2% | -3.1% | +2.0% | -1.4% |
| 30D | +1.1% | -7.5% | +8.6% | +0.6% |
| 3M | +4.8% | -6.3% | +11.1% | +4.3% |
| 6M | -10.6% | +9.4% | -20.0% | -9.1% |
| YTD | +3.4% | +1.4% | +2.0% | +5.2% |
| All | +9.1% | -4.2% | +13.3% | +9.6% |
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