-75.4%
FLNC vs INVH
+0.2%
-75.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | 0.0% | -15.9% | -15.9% |
| 7D | -16.3% | +3.5% | -19.8% | -15.6% |
| 30D | -36.6% | +4.4% | -41.0% | -35.8% |
| 3M | -64.2% | -8.6% | -55.6% | -65.5% |
| 6M | -59.9% | -1.7% | -58.1% | -60.5% |
| YTD | -74.2% | +2.6% | -76.8% | -74.3% |
| 1Y | -75.4% | +1.5% | -76.9% | -74.4% |
| All | -75.4% | +0.2% | -75.6% | -74.4% |
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