+2,166.4%
FIX vs INVH
-20.4%
+2,186.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +3.5% | -2.3% | +5.8% | +4.3% |
| 30D | -3.5% | -5.7% | +2.2% | -1.8% |
| 3M | -11.8% | -4.5% | -7.3% | -11.0% |
| 6M | +17.8% | +11.0% | +6.8% | +12.0% |
| YTD | +73.3% | +3.7% | +69.6% | +68.5% |
| 1Y | +128.1% | -2.8% | +130.9% | +127.4% |
| 3Y | +772.7% | -7.1% | +779.8% | +772.3% |
| 5Y | +2,166.4% | -19.4% | +2,185.9% | +2,399.3% |
| All | +2,166.4% | -20.4% | +2,186.9% | +2,399.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling