+38.4%
F vs INVH
-7.5%
+45.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.9% |
| 7D | +1.2% | -3.1% | +4.3% | +2.9% |
| 30D | +1.2% | -7.1% | +8.3% | +5.2% |
| 3M | -5.7% | -3.0% | -2.7% | -4.5% |
| 6M | +17.9% | +10.1% | +7.8% | +10.5% |
| YTD | +10.4% | +3.8% | +6.6% | +6.7% |
| 1Y | +25.3% | -2.1% | +27.4% | +25.7% |
| All | +38.4% | -7.5% | +45.8% | +40.8% |
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 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