-14.0%
GDDY vs INVH
+0.1%
-14.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.7% | -3.1% | -3.7% |
| 7D | -2.4% | +2.0% | -4.5% | -3.6% |
| 30D | +17.7% | +4.8% | +12.9% | +14.6% |
| 3M | +26.6% | -9.8% | +36.4% | +34.3% |
| 6M | +34.2% | -3.7% | +37.9% | +39.4% |
| YTD | -7.8% | +0.8% | -8.7% | -5.7% |
| 1Y | -14.0% | +1.9% | -15.9% | -12.2% |
| All | -14.0% | +0.1% | -14.1% | -12.2% |
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