+175.3%
HOOD vs INVH
-21.2%
+196.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -0.3% |
| 7D | -9.1% | -3.1% | -6.0% | -7.2% |
| 30D | +20.1% | -7.5% | +27.6% | +26.0% |
| 3M | +31.2% | -6.3% | +37.5% | +35.5% |
| 6M | +44.3% | +9.4% | +34.9% | +32.7% |
| YTD | +0.2% | +1.4% | -1.2% | -3.0% |
| 1Y | -3.5% | -4.1% | +0.6% | -3.2% |
| 3Y | +955.2% | -9.2% | +964.4% | +980.7% |
| 5Y | +175.3% | -19.6% | +194.9% | +229.9% |
| All | +175.3% | -21.2% | +196.5% | +229.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling