+7.6%
INDA vs INVH
-9.7%
+17.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -2.7% | -3.0% | +0.3% | -2.2% |
| 30D | -2.8% | -7.5% | +4.8% | -1.7% |
| 3M | +1.6% | -5.5% | +7.2% | +2.4% |
| 6M | -1.4% | +11.7% | -13.1% | -3.3% |
| YTD | -10.1% | +1.3% | -11.5% | -10.6% |
| 1Y | -8.8% | -6.1% | -2.7% | -8.1% |
| 3Y | +7.6% | -9.8% | +17.4% | +6.9% |
| All | +7.6% | -9.7% | +17.3% | +6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling