+35.8%
EQT vs INVH
-9.6%
+45.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.2% |
| 7D | -1.2% | -3.1% | +2.0% | -0.4% |
| 30D | +1.1% | -7.5% | +8.6% | +3.1% |
| 3M | +4.8% | -6.3% | +11.1% | +6.4% |
| 6M | -10.6% | +9.4% | -20.0% | -13.2% |
| YTD | +3.4% | +1.4% | +2.0% | +2.6% |
| 1Y | +8.7% | -4.1% | +12.8% | +10.0% |
| All | +35.8% | -9.6% | +45.4% | +44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling