+4,956.4%
FIX vs INVH
+80.8%
+4,875.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +6.0% | -2.9% | +8.9% | +7.6% |
| 30D | -7.2% | -6.9% | -0.3% | -4.0% |
| 3M | -15.9% | -2.7% | -13.1% | -15.6% |
| 6M | +12.7% | +8.2% | +4.5% | +6.6% |
| YTD | +72.8% | +4.5% | +68.3% | +65.2% |
| 1Y | +122.9% | -2.3% | +125.2% | +120.0% |
| 3Y | +774.3% | -7.3% | +781.6% | +767.3% |
| 5Y | +2,049.5% | -20.5% | +2,070.0% | +2,208.4% |
| All | +4,956.4% | +80.8% | +4,875.7% | +3,414.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling