+120.7%
HON vs INVH
+75.5%
+45.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.4% |
| 7D | -2.6% | -3.1% | +0.5% | -1.2% |
| 30D | -11.9% | -7.5% | -4.4% | -8.9% |
| 3M | -6.1% | -6.3% | +0.2% | -3.6% |
| 6M | -19.2% | +9.4% | -28.6% | -22.8% |
| YTD | +0.2% | +1.4% | -1.3% | -1.2% |
| 1Y | -1.5% | -4.1% | +2.6% | -0.5% |
| 3Y | +17.9% | -9.2% | +27.1% | +20.6% |
| 5Y | +1.9% | -19.6% | +21.6% | +8.2% |
| All | +120.7% | +75.5% | +45.3% | +68.6% |
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