-61.0%
FLNC vs INVH
-9.7%
-51.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.5% | +2.5% |
| 7D | -4.1% | -3.0% | -1.1% | -3.1% |
| 30D | -24.8% | -7.5% | -17.3% | -22.9% |
| 3M | -59.1% | -5.5% | -53.6% | -58.6% |
| 6M | -42.0% | +11.7% | -53.7% | -46.2% |
| YTD | -49.8% | +1.3% | -51.1% | -51.1% |
| 1Y | +43.1% | -6.1% | +49.2% | +45.4% |
| 3Y | -61.0% | -9.8% | -51.2% | -62.0% |
| All | -61.0% | -9.7% | -51.3% | -62.0% |
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