+718.9%
GOOGL vs INVH
+79.4%
+639.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.1% | -2.2% |
| 7D | -1.9% | -2.3% | +0.4% | -1.0% |
| 30D | -7.5% | -5.7% | -1.7% | -5.3% |
| 3M | -9.2% | -4.5% | -4.7% | -7.7% |
| 6M | +8.1% | +11.0% | -2.9% | +3.4% |
| YTD | +5.8% | +3.7% | +2.2% | +3.5% |
| 1Y | +38.3% | -2.8% | +41.2% | +38.6% |
| 3Y | +144.8% | -7.1% | +151.9% | +144.9% |
| 5Y | +132.5% | -19.4% | +152.0% | +144.5% |
| All | +718.9% | +79.4% | +639.5% | +552.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling