+111.4%
EVRG vs INVH
+79.4%
+32.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +0.6% | -2.3% | +2.8% | +1.7% |
| 30D | -0.2% | -5.7% | +5.5% | +2.6% |
| 3M | -0.5% | -4.5% | +4.0% | +1.7% |
| 6M | +0.2% | +11.0% | -10.8% | -5.1% |
| YTD | +14.9% | +3.7% | +11.2% | +12.2% |
| 1Y | +18.2% | -2.8% | +21.1% | +19.0% |
| 3Y | +70.2% | -7.1% | +77.3% | +72.0% |
| 5Y | +45.3% | -19.4% | +64.8% | +55.0% |
| All | +111.4% | +79.4% | +32.0% | +49.0% |
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