-3.4%
GAP vs INVH
-2.4%
-1.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -4.5% | -2.9% | -1.6% | -3.8% |
| 30D | +9.0% | -6.9% | +16.0% | +11.0% |
| 3M | +5.0% | -2.7% | +7.7% | +5.6% |
| 6M | -17.8% | +8.2% | -26.0% | -19.4% |
| YTD | -10.4% | +4.5% | -14.9% | -11.4% |
| 1Y | -3.4% | -2.3% | -1.1% | -5.0% |
| All | -3.4% | -2.4% | -1.0% | -5.0% |
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 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