+67.9%
EXPD vs INVH
-8.0%
+75.9%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.3% |
| 7D | -0.9% | -3.1% | +2.2% | -0.1% |
| 30D | +4.1% | -7.1% | +11.1% | +6.0% |
| 3M | +13.8% | -3.0% | +16.7% | +14.6% |
| 6M | +27.3% | +10.1% | +17.2% | +23.7% |
| YTD | +25.4% | +3.8% | +21.6% | +23.9% |
| 1Y | +54.4% | -2.1% | +56.5% | +54.9% |
| 3Y | +67.9% | -7.0% | +74.9% | +67.7% |
| All | +67.9% | -8.0% | +75.9% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling