+147.8%
EWY vs INVH
-4.3%
+152.1%
-34.2%
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 | -0.1% | -3.0% | +2.9% | -1.1% |
| 30D | +7.3% | -7.5% | +14.8% | +4.6% |
| 3M | -5.1% | -5.5% | +0.4% | -6.8% |
| 6M | +42.1% | +11.7% | +30.3% | +38.9% |
| YTD | +94.1% | +1.3% | +92.8% | +89.9% |
| 1Y | +147.8% | -6.1% | +153.9% | +135.8% |
| All | +147.8% | -4.3% | +152.1% | +135.8% |
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