+218.3%
HL vs INVH
+75.4%
+142.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -4.4% | -3.0% | -1.4% | -2.9% |
| 30D | +9.3% | -7.5% | +16.8% | +13.4% |
| 3M | +32.0% | -5.5% | +37.5% | +34.9% |
| 6M | -6.4% | +11.7% | -18.1% | -12.5% |
| YTD | +3.1% | +1.3% | +1.8% | +1.0% |
| 1Y | +77.6% | -6.1% | +83.6% | +80.1% |
| 3Y | +392.8% | -9.8% | +402.6% | +406.1% |
| 5Y | +234.1% | -19.7% | +253.8% | +260.4% |
| All | +218.3% | +75.4% | +142.9% | +166.9% |
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 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