+76.2%
INVH vs ARWR
+4,127.0%
-4,050.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -3.0% | -4.0% | +1.0% | -2.7% |
| 30D | -7.5% | -5.0% | -2.5% | -7.2% |
| 3M | -5.5% | +11.3% | -16.9% | -6.7% |
| 6M | +11.7% | +42.6% | -30.9% | +7.8% |
| YTD | +1.3% | +24.8% | -23.5% | -1.3% |
| 1Y | -6.1% | +178.8% | -184.8% | -15.2% |
| 3Y | -9.8% | +183.3% | -193.1% | -21.8% |
| 5Y | -19.7% | +29.5% | -49.2% | -28.0% |
| All | +76.2% | +4,127.0% | -4,050.8% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling