+738.3%
GOOGL vs INVH
+75.4%
+663.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | 0.0% | -3.0% | +3.0% | +1.2% |
| 30D | -1.4% | -7.5% | +6.1% | +1.6% |
| 3M | -5.3% | -5.5% | +0.2% | -3.4% |
| 6M | +9.8% | +11.7% | -1.9% | +4.8% |
| YTD | +8.4% | +1.3% | +7.0% | +6.9% |
| 1Y | +41.2% | -6.1% | +47.3% | +43.3% |
| 3Y | +149.6% | -9.8% | +159.3% | +152.6% |
| 5Y | +142.6% | -19.7% | +162.3% | +155.1% |
| All | +738.3% | +75.4% | +663.0% | +573.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling