+100.6%
FLEX vs INVH
-4.3%
+104.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.1% | +7.3% | +7.2% |
| 7D | +5.7% | -3.0% | +8.7% | +4.7% |
| 30D | -7.0% | -7.5% | +0.5% | -9.3% |
| 3M | -23.8% | -5.5% | -18.3% | -25.3% |
| 6M | +82.6% | +11.7% | +70.9% | +82.6% |
| YTD | +91.6% | +1.3% | +90.3% | +89.4% |
| 1Y | +100.6% | -6.1% | +106.6% | +107.5% |
| All | +100.6% | -4.3% | +104.9% | +107.5% |
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 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