-42.8%
ETHA vs INVH
-4.3%
-38.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.2% |
| 7D | +3.5% | -3.0% | +6.4% | +2.7% |
| 30D | +35.3% | -7.5% | +42.8% | +32.9% |
| 3M | +50.9% | -5.5% | +56.4% | +49.4% |
| 6M | +22.1% | +11.7% | +10.4% | +23.0% |
| YTD | -14.6% | +1.3% | -15.9% | -15.1% |
| 1Y | -42.8% | -6.1% | -36.7% | -45.2% |
| All | -42.8% | -4.3% | -38.5% | -45.2% |
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