+32.4%
ET vs INVH
-4.3%
+36.7%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | +0.2% | -3.0% | +3.2% | +0.1% |
| 30D | +2.9% | -7.5% | +10.4% | +2.5% |
| 3M | +16.8% | -5.5% | +22.3% | +16.5% |
| 6M | +18.9% | +11.7% | +7.2% | +20.7% |
| YTD | +37.7% | +1.3% | +36.4% | +37.8% |
| 1Y | +32.4% | -6.1% | +38.5% | +31.1% |
| All | +32.4% | -4.3% | +36.7% | +31.1% |
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