+5.8%
GLXY vs INVH
-14.8%
+20.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -4.4% |
| 7D | -8.9% | -3.1% | -5.8% | -9.4% |
| 30D | +19.9% | -7.5% | +27.4% | +18.4% |
| 3M | -20.0% | -6.3% | -13.7% | -20.8% |
| 6M | +10.5% | +9.4% | +1.1% | +6.1% |
| YTD | +7.9% | +1.4% | +6.5% | +2.5% |
| 1Y | -7.5% | -4.1% | -3.4% | -10.8% |
| All | +5.8% | -14.8% | +20.6% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling