+256.3%
INTC vs INVH
+79.4%
+176.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +18.0% | -2.3% | +20.3% | +19.1% |
| 30D | +8.9% | -5.7% | +14.7% | +11.5% |
| 3M | -1.6% | -4.5% | +2.9% | -0.4% |
| 6M | +133.1% | +11.0% | +122.1% | +118.9% |
| YTD | +187.9% | +3.7% | +184.2% | +176.5% |
| 1Y | +334.7% | -2.8% | +337.5% | +329.1% |
| 3Y | +184.2% | -7.1% | +191.3% | +185.6% |
| 5Y | +116.0% | -19.4% | +135.4% | +128.5% |
| All | +256.3% | +79.4% | +176.9% | +175.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling