-52.3%
INFQ vs INVH
+4.6%
-56.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | 0.0% | -13.0% | -13.1% |
| 7D | -21.1% | +3.5% | -24.6% | -20.6% |
| 30D | -40.7% | +4.4% | -45.1% | -40.3% |
| 3M | -31.4% | -8.6% | -22.8% | -31.8% |
| 6M | -38.5% | -1.7% | -36.8% | -41.9% |
| All | -52.3% | +4.6% | -56.9% | -62.9% |
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 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