+47.7%
HAS vs INVH
-21.7%
+69.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.5% | -1.1% |
| 7D | +1.4% | -0.9% | +2.3% | +1.8% |
| 30D | +26.3% | +1.2% | +25.1% | +25.6% |
| 3M | +25.6% | -10.4% | +36.0% | +32.0% |
| 6M | +30.3% | -3.6% | +33.9% | +31.8% |
| YTD | +50.4% | -0.1% | +50.4% | +49.1% |
| 1Y | +57.7% | -0.7% | +58.4% | +56.7% |
| 3Y | +213.4% | -4.6% | +218.0% | +210.8% |
| All | +47.7% | -21.7% | +69.4% | +59.9% |
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