+246.7%
HIG vs INVH
+75.4%
+171.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.5% | -3.0% | +1.5% | 0.0% |
| 30D | -0.4% | -7.5% | +7.2% | +3.5% |
| 3M | +6.7% | -5.5% | +12.2% | +9.6% |
| 6M | +2.0% | +11.7% | -9.7% | -3.8% |
| YTD | +0.3% | +1.3% | -1.0% | -1.0% |
| 1Y | +4.2% | -6.1% | +10.3% | +6.7% |
| 3Y | +102.2% | -9.8% | +112.0% | +107.8% |
| 5Y | +118.5% | -19.7% | +138.2% | +133.1% |
| All | +246.7% | +75.4% | +171.4% | +172.5% |
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