-42.8%
INTU vs INVH
-21.2%
-21.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.8% |
| 7D | -9.2% | -3.1% | -6.0% | -7.6% |
| 30D | -7.0% | -7.5% | +0.5% | -3.0% |
| 3M | +10.5% | -6.3% | +16.8% | +14.7% |
| 6M | -30.6% | +9.4% | -40.0% | -34.0% |
| YTD | -52.3% | +1.4% | -53.7% | -53.0% |
| 1Y | -51.8% | -4.1% | -47.7% | -51.0% |
| 3Y | -41.8% | -9.2% | -32.6% | -40.9% |
| 5Y | -42.8% | -19.6% | -23.2% | -34.7% |
| All | -42.8% | -21.2% | -21.6% | -34.7% |
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