+48.1%
IJH vs INVH
-20.2%
+68.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.9% | -3.0% | +1.1% | -0.6% |
| 30D | -4.6% | -7.5% | +2.9% | -1.4% |
| 3M | -1.2% | -5.5% | +4.4% | +1.0% |
| 6M | +9.4% | +11.7% | -2.3% | +3.4% |
| YTD | +13.3% | +1.3% | +12.0% | +11.6% |
| 1Y | +13.4% | -6.1% | +19.5% | +15.6% |
| 3Y | +50.4% | -9.8% | +60.2% | +53.9% |
| All | +48.1% | -20.2% | +68.3% | +61.2% |
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 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