+18.5%
IBB vs INVH
-21.2%
+39.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.6% |
| 7D | -5.2% | -3.1% | -2.1% | -4.1% |
| 30D | +1.5% | -7.5% | +8.9% | +4.4% |
| 3M | +22.1% | -6.3% | +28.4% | +24.9% |
| 6M | +17.7% | +9.4% | +8.3% | +13.1% |
| YTD | +20.2% | +1.4% | +18.8% | +18.5% |
| 1Y | +44.4% | -4.1% | +48.5% | +45.6% |
| 3Y | +61.1% | -9.2% | +70.3% | +63.6% |
| 5Y | +18.5% | -19.6% | +38.2% | +27.8% |
| All | +18.5% | -21.2% | +39.8% | +27.8% |
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