+81.9%
EQT vs INVH
+75.5%
+6.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.4% |
| 7D | -1.2% | -3.1% | +2.0% | -0.1% |
| 30D | +1.1% | -7.5% | +8.6% | +3.9% |
| 3M | +4.8% | -6.3% | +11.1% | +7.0% |
| 6M | -10.6% | +9.4% | -20.0% | -14.0% |
| YTD | +3.4% | +1.4% | +2.0% | +2.0% |
| 1Y | +8.7% | -4.1% | +12.8% | +9.2% |
| 3Y | +35.0% | -9.2% | +44.2% | +37.2% |
| 5Y | +204.2% | -19.6% | +223.9% | +219.5% |
| All | +81.9% | +75.5% | +6.4% | +23.4% |
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