-22.9%
HAL vs INVH
+75.4%
-98.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -3.3% | -3.0% | -0.3% | -1.7% |
| 30D | +8.2% | -7.5% | +15.7% | +12.6% |
| 3M | -9.4% | -5.5% | -3.9% | -7.0% |
| 6M | +0.6% | +11.7% | -11.1% | -6.5% |
| YTD | +28.6% | +1.3% | +27.2% | +25.3% |
| 1Y | +63.9% | -6.1% | +70.0% | +66.3% |
| 3Y | -7.1% | -9.8% | +2.6% | -5.7% |
| 5Y | +102.3% | -19.7% | +122.0% | +114.2% |
| All | -22.9% | +75.4% | -98.3% | -44.1% |
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 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