+191.5%
INTU vs INVH
+79.7%
+111.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.8% |
| 7D | -7.5% | -3.1% | -4.4% | -5.9% |
| 30D | -1.9% | -7.1% | +5.1% | +2.2% |
| 3M | +4.9% | -3.0% | +7.8% | +6.8% |
| 6M | -33.2% | +10.1% | -43.3% | -36.9% |
| YTD | -51.4% | +3.8% | -55.2% | -52.8% |
| 1Y | -52.0% | -2.1% | -49.9% | -51.9% |
| 3Y | -40.7% | -7.0% | -33.7% | -40.4% |
| 5Y | -41.7% | -20.6% | -21.1% | -36.0% |
| All | +191.5% | +79.7% | +111.8% | +109.2% |
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