+289.4%
HPE vs INVH
-9.7%
+299.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.1% | +12.5% | +12.5% |
| 7D | +19.4% | -3.0% | +22.4% | +20.3% |
| 30D | +5.6% | -7.5% | +13.1% | +7.5% |
| 3M | +33.1% | -5.5% | +38.6% | +34.1% |
| 6M | +192.5% | +11.7% | +180.7% | +177.1% |
| YTD | +160.9% | +1.3% | +159.6% | +155.8% |
| 1Y | +155.0% | -6.1% | +161.0% | +157.5% |
| 3Y | +289.4% | -9.8% | +299.2% | +294.6% |
| All | +289.4% | -9.7% | +299.1% | +294.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling