+129.2%
HPE vs INVH
-2.4%
+131.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | -0.6% | -2.9% | +2.3% | -1.1% |
| 30D | -2.3% | -6.9% | +4.6% | -3.4% |
| 3M | -2.9% | -2.7% | -0.2% | -3.7% |
| 6M | +143.6% | +8.2% | +135.4% | +137.1% |
| YTD | +118.5% | +4.5% | +114.1% | +115.4% |
| 1Y | +129.2% | -2.3% | +131.5% | +132.1% |
| All | +129.2% | -2.4% | +131.6% | +132.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling