+116.4%
HPE vs INVH
+1.1%
+115.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.6% | -9.3% | -4.4% |
| 7D | -17.0% | +3.1% | -20.0% | -16.0% |
| 30D | -26.7% | +5.8% | -32.5% | -25.3% |
| 3M | -4.1% | -8.5% | +4.3% | -5.1% |
| 6M | +75.4% | -1.3% | +76.8% | +73.8% |
| YTD | +111.0% | +2.6% | +108.4% | +109.2% |
| 1Y | +116.4% | +0.7% | +115.7% | +117.9% |
| All | +116.4% | +1.1% | +115.4% | +117.9% |
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 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