+618.3%
GRMN vs INVH
+75.5%
+542.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.9% |
| 7D | -1.8% | -3.1% | +1.3% | -0.5% |
| 30D | -12.1% | -7.5% | -4.6% | -9.3% |
| 3M | +18.0% | -6.3% | +24.3% | +21.0% |
| 6M | +13.7% | +9.4% | +4.3% | +9.1% |
| YTD | +35.3% | +1.4% | +33.9% | +33.5% |
| 1Y | +17.2% | -4.1% | +21.3% | +18.3% |
| 3Y | +179.6% | -9.2% | +188.8% | +185.2% |
| 5Y | +75.6% | -19.6% | +95.2% | +86.4% |
| All | +618.3% | +75.5% | +542.8% | +477.1% |
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