+51.0%
HPQ vs INVH
-20.2%
+71.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.4% |
| 7D | +9.8% | -3.0% | +12.8% | +11.1% |
| 30D | +22.4% | -7.5% | +29.9% | +26.2% |
| 3M | +45.2% | -5.5% | +50.7% | +48.4% |
| 6M | +96.4% | +11.7% | +84.7% | +86.8% |
| YTD | +65.4% | +1.3% | +64.1% | +63.6% |
| 1Y | +31.6% | -6.1% | +37.7% | +34.3% |
| 3Y | +37.0% | -9.8% | +46.8% | +39.9% |
| All | +51.0% | -20.2% | +71.1% | +62.9% |
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