+2.9%
EXC vs INVH
-4.3%
+7.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -1.1% | -3.0% | +1.9% | -0.2% |
| 30D | -3.6% | -7.5% | +3.9% | -1.4% |
| 3M | -4.3% | -5.5% | +1.3% | -2.5% |
| 6M | -9.9% | +11.7% | -21.7% | -11.9% |
| YTD | +1.8% | +1.3% | +0.4% | +1.6% |
| 1Y | +2.9% | -6.1% | +8.9% | +6.6% |
| All | +2.9% | -4.3% | +7.2% | +6.6% |
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