+8.3%
GNRC vs INVH
+0.2%
+8.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | 0.0% | -8.9% | -9.0% |
| 7D | -15.3% | +3.5% | -18.7% | -14.6% |
| 30D | -22.9% | +4.4% | -27.4% | -22.4% |
| 3M | -20.7% | -8.6% | -12.1% | -20.9% |
| 6M | -34.6% | -1.7% | -32.9% | -34.8% |
| YTD | +26.4% | +2.6% | +23.8% | +25.8% |
| 1Y | +8.3% | +1.5% | +6.7% | +10.5% |
| All | +8.3% | +0.2% | +8.1% | +10.5% |
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