+127.4%
IBB vs INVH
+79.7%
+47.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.9% |
| 7D | -1.7% | -3.1% | +1.5% | -0.5% |
| 30D | +4.9% | -7.1% | +11.9% | +7.6% |
| 3M | +24.2% | -3.0% | +27.2% | +25.3% |
| 6M | +23.8% | +10.1% | +13.7% | +19.1% |
| YTD | +23.0% | +3.8% | +19.1% | +20.4% |
| 1Y | +46.2% | -2.1% | +48.3% | +46.0% |
| 3Y | +64.8% | -7.0% | +71.8% | +66.0% |
| 5Y | +20.9% | -20.6% | +41.5% | +27.6% |
| All | +127.4% | +79.7% | +47.8% | +86.2% |
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