+237.0%
HOOD vs INVH
-18.1%
+255.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.5% |
| 7D | +13.4% | -3.1% | +16.5% | +15.5% |
| 30D | +25.8% | -7.1% | +32.9% | +31.4% |
| 3M | +38.0% | -3.0% | +40.9% | +39.1% |
| 6M | +52.2% | +10.1% | +42.1% | +40.0% |
| YTD | +3.7% | +3.8% | -0.1% | -1.0% |
| 1Y | +0.1% | -2.1% | +2.1% | -0.8% |
| 3Y | +992.6% | -7.0% | +999.6% | +1,003.4% |
| 5Y | +193.0% | -20.6% | +213.6% | +229.8% |
| All | +237.0% | -18.1% | +255.1% | +313.0% |
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