-51.1%
FIS vs INVH
+1.1%
-52.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +3.6% | -27.3% | -24.2% |
| 7D | -18.4% | +3.1% | -21.5% | -18.8% |
| 30D | -11.4% | +5.8% | -17.2% | -12.6% |
| 3M | -32.0% | -8.5% | -23.5% | -29.7% |
| 6M | -35.6% | -1.3% | -34.3% | -34.6% |
| YTD | -53.8% | +2.6% | -56.4% | -53.5% |
| 1Y | -51.1% | +0.7% | -51.8% | -50.6% |
| All | -51.1% | +1.1% | -52.1% | -50.6% |
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