+11.7%
GD vs INVH
-2.1%
+13.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -3.1% | -2.3% | -0.8% | -2.5% |
| 30D | -10.9% | -5.7% | -5.2% | -9.5% |
| 3M | +2.5% | -4.5% | +6.9% | +3.5% |
| 6M | -1.7% | +11.0% | -12.6% | -5.1% |
| YTD | +6.1% | +3.7% | +2.4% | +5.2% |
| 1Y | +11.7% | -2.8% | +14.5% | +15.0% |
| All | +11.7% | -2.1% | +13.8% | +15.0% |
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