+1.2%
GOOG vs INVH
+0.2%
+0.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.6% | -0.4% | +3.1% |
| 7D | -10.7% | +3.1% | -13.8% | -10.8% |
| 30D | -16.4% | +5.8% | -22.2% | -16.6% |
| 3M | -23.4% | -8.5% | -14.9% | -23.2% |
| 6M | -24.2% | -1.3% | -22.9% | -24.1% |
| YTD | -8.3% | +2.6% | -10.9% | -8.2% |
| All | +1.2% | +0.2% | +0.9% | +2.4% |
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