+55.2%
EWT vs INVH
+1.1%
+54.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.6% | -4.9% | -0.6% |
| 7D | -10.9% | +3.1% | -14.0% | -10.4% |
| 30D | -17.7% | +5.8% | -23.5% | -17.0% |
| 3M | -5.0% | -8.5% | +3.5% | -5.8% |
| 6M | +7.4% | -1.3% | +8.7% | +6.3% |
| YTD | +52.8% | +2.6% | +50.2% | +50.8% |
| 1Y | +55.2% | +0.7% | +54.5% | +55.3% |
| All | +55.2% | +1.1% | +54.1% | +55.3% |
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 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