+35.3%
EWZ vs INVH
-4.7%
+40.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.3% |
| 7D | +1.1% | -3.1% | +4.3% | +1.2% |
| 30D | +13.5% | -7.5% | +21.0% | +13.8% |
| 3M | +15.2% | -6.3% | +21.5% | +15.4% |
| 6M | +3.7% | +9.4% | -5.7% | +2.5% |
| YTD | +22.5% | +1.4% | +21.1% | +21.7% |
| 1Y | +35.3% | -4.1% | +39.3% | +36.3% |
| All | +35.3% | -4.7% | +40.0% | +36.3% |
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