+56.0%
HAS vs INVH
+80.8%
-24.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -1.8% | -2.9% | +1.1% | -0.5% |
| 30D | +2.3% | -6.9% | +9.2% | +5.7% |
| 3M | +10.4% | -2.7% | +13.1% | +11.5% |
| 6M | -3.2% | +8.2% | -11.4% | -7.1% |
| YTD | +15.4% | +4.5% | +10.9% | +12.3% |
| 1Y | +18.8% | -2.3% | +21.1% | +19.0% |
| 3Y | +43.9% | -7.3% | +51.2% | +45.7% |
| 5Y | +13.9% | -20.5% | +34.4% | +21.9% |
| All | +56.0% | +80.8% | -24.8% | +21.8% |
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