+261.3%
GE vs INVH
-9.6%
+270.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.3% |
| 7D | -2.8% | -3.1% | +0.3% | -1.8% |
| 30D | -11.9% | -7.5% | -4.4% | -9.8% |
| 3M | +1.8% | -6.3% | +8.1% | +3.7% |
| 6M | -0.6% | +9.4% | -10.0% | -3.7% |
| YTD | +5.5% | +1.4% | +4.1% | +4.7% |
| 1Y | +15.0% | -4.1% | +19.1% | +16.3% |
| All | +261.3% | -9.6% | +270.9% | +271.2% |
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 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