+45.8%
F vs INVH
-5.0%
+50.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.4% |
| 7D | -3.9% | -3.3% | -0.6% | -2.1% |
| 30D | -0.5% | +0.2% | -0.7% | -0.6% |
| 3M | -12.9% | -9.5% | -3.4% | -8.3% |
| 6M | +1.5% | -4.3% | +5.9% | +3.1% |
| YTD | -5.0% | -0.8% | -4.2% | -6.1% |
| 1Y | -7.3% | -3.6% | -3.7% | -6.7% |
| All | +45.8% | -5.0% | +50.9% | +50.5% |
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