+86.6%
HBAN vs INVH
+75.4%
+11.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -1.0% | -3.0% | +2.0% | +0.5% |
| 30D | -5.6% | -7.5% | +1.9% | -1.9% |
| 3M | -1.1% | -5.5% | +4.4% | +1.5% |
| 6M | +9.9% | +11.7% | -1.8% | +3.3% |
| YTD | -0.9% | +1.3% | -2.3% | -2.4% |
| 1Y | -1.4% | -6.1% | +4.7% | +0.9% |
| 3Y | +78.2% | -9.8% | +88.0% | +84.7% |
| 5Y | +37.0% | -19.7% | +56.7% | +47.9% |
| All | +86.6% | +75.4% | +11.3% | +49.4% |
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