+1,036.2%
FTI vs INVH
-20.2%
+1,056.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -4.4% | -3.0% | -1.4% | -3.4% |
| 30D | +1.5% | -7.5% | +9.0% | +4.1% |
| 3M | +8.2% | -5.5% | +13.7% | +9.9% |
| 6M | +18.8% | +11.7% | +7.1% | +12.9% |
| YTD | +71.7% | +1.3% | +70.3% | +68.8% |
| 1Y | +90.0% | -6.1% | +96.1% | +92.5% |
| 3Y | +270.5% | -9.8% | +280.3% | +277.2% |
| All | +1,036.2% | -20.2% | +1,056.4% | +1,143.1% |
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