-20.4%
INFY vs INVH
+0.2%
-20.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +4.9% | +3.5% | +1.5% | +3.3% |
| 30D | +21.3% | +4.4% | +16.9% | +19.1% |
| 3M | +2.6% | -8.6% | +11.2% | +6.1% |
| 6M | +4.9% | -1.7% | +6.7% | +6.2% |
| YTD | -26.6% | +2.6% | -29.2% | -27.8% |
| 1Y | -20.4% | +1.5% | -21.9% | -21.4% |
| All | -20.4% | +0.2% | -20.6% | -21.4% |
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