+115.4%
GAP vs INVH
-9.7%
+125.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +2.9% | +2.9% |
| 7D | -4.1% | -3.0% | -1.1% | -2.7% |
| 30D | +6.2% | -7.5% | +13.7% | +10.2% |
| 3M | -0.7% | -5.5% | +4.8% | +1.8% |
| 6M | -7.1% | +11.7% | -18.8% | -12.6% |
| YTD | -14.1% | +1.3% | -15.4% | -15.2% |
| 1Y | -8.5% | -6.1% | -2.4% | -5.9% |
| 3Y | +115.4% | -9.8% | +125.1% | +127.9% |
| All | +115.4% | -9.7% | +125.0% | +127.9% |
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