+494.2%
FIX vs INVH
-4.3%
+498.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.1% | -1.4% |
| 7D | +9.4% | -0.9% | +10.4% | +9.4% |
| 30D | -27.8% | +1.2% | -28.9% | -27.9% |
| 3M | -35.6% | -10.4% | -25.2% | -35.0% |
| 6M | -45.2% | -3.6% | -41.6% | -45.5% |
| YTD | +19.5% | -0.1% | +19.6% | +18.0% |
| 1Y | +24.2% | -0.7% | +24.9% | +22.9% |
| 3Y | +494.2% | -4.6% | +498.7% | +451.5% |
| All | +494.2% | -4.3% | +498.5% | +451.5% |
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