+85.7%
GPC vs INVH
+79.7%
+6.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.6% |
| 7D | +0.2% | -3.1% | +3.3% | +1.8% |
| 30D | -0.4% | -7.1% | +6.7% | +3.3% |
| 3M | +39.2% | -3.0% | +42.1% | +41.4% |
| 6M | +18.2% | +10.1% | +8.1% | +12.5% |
| YTD | +12.1% | +3.8% | +8.3% | +9.5% |
| 1Y | -0.7% | -2.1% | +1.4% | -0.3% |
| 3Y | -1.7% | -7.0% | +5.3% | -0.2% |
| 5Y | +29.3% | -20.6% | +49.9% | +39.9% |
| All | +85.7% | +79.7% | +6.0% | +29.0% |
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