-5.3%
IDXX vs INVH
+0.1%
-5.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.6% |
| 7D | +22.6% | +2.0% | +20.6% | +21.6% |
| 30D | +33.4% | +4.8% | +28.6% | +30.9% |
| 3M | +14.6% | -9.8% | +24.3% | +19.0% |
| 6M | +16.7% | -3.7% | +20.4% | +18.2% |
| YTD | -0.1% | +0.8% | -0.9% | -1.1% |
| 1Y | -5.3% | +1.9% | -7.2% | -6.1% |
| All | -5.3% | +0.1% | -5.4% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling