+204.0%
HPQ vs INVH
+75.5%
+128.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +2.1% |
| 7D | +3.5% | -3.1% | +6.6% | +5.0% |
| 30D | +13.7% | -7.5% | +21.2% | +17.9% |
| 3M | +33.9% | -6.3% | +40.1% | +37.8% |
| 6M | +80.9% | +9.4% | +71.5% | +72.4% |
| YTD | +52.6% | +1.4% | +51.2% | +50.5% |
| 1Y | +21.2% | -4.1% | +25.3% | +22.7% |
| 3Y | +26.9% | -9.2% | +36.1% | +29.3% |
| 5Y | +41.1% | -19.6% | +60.8% | +50.3% |
| All | +204.0% | +75.5% | +128.5% | +131.0% |
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