+65.0%
FDX vs INVH
+1.1%
+64.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.6% | -0.1% | +2.6% |
| 7D | +8.1% | +3.1% | +5.1% | +7.3% |
| 30D | +13.9% | +5.8% | +8.1% | +12.2% |
| 3M | +5.5% | -8.5% | +14.0% | +7.6% |
| 6M | +15.1% | -1.3% | +16.5% | +15.6% |
| YTD | +43.2% | +2.6% | +40.6% | +42.7% |
| 1Y | +65.0% | +0.7% | +64.3% | +67.2% |
| All | +65.0% | +1.1% | +64.0% | +67.2% |
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