+483.9%
ETSY vs INVH
+75.4%
+408.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -4.9% | -3.0% | -1.9% | -3.2% |
| 30D | -8.6% | -7.5% | -1.1% | -4.4% |
| 3M | +4.8% | -5.5% | +10.3% | +8.3% |
| 6M | +38.1% | +11.7% | +26.4% | +28.9% |
| YTD | +31.2% | +1.3% | +29.9% | +28.6% |
| 1Y | +22.1% | -6.1% | +28.2% | +25.0% |
| 3Y | +12.2% | -9.8% | +22.0% | +15.8% |
| 5Y | -66.5% | -19.7% | -46.8% | -63.0% |
| All | +483.9% | +75.4% | +408.6% | +250.3% |
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