+84.4%
GRMN vs INVH
-20.2%
+104.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.3% |
| 7D | +2.4% | -3.0% | +5.4% | +3.8% |
| 30D | -8.5% | -7.5% | -0.9% | -5.4% |
| 3M | +19.5% | -5.5% | +25.0% | +22.2% |
| 6M | +21.2% | +11.7% | +9.5% | +14.9% |
| YTD | +41.0% | +1.3% | +39.7% | +39.1% |
| 1Y | +19.6% | -6.1% | +25.7% | +22.1% |
| 3Y | +183.8% | -9.8% | +193.6% | +190.2% |
| All | +84.4% | -20.2% | +104.6% | +100.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling