+0.7%
INVH vs CASY
+32.1%
-31.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +3.6% |
| 7D | +3.1% | +0.8% | +2.2% | +3.0% |
| 30D | +5.8% | +9.4% | -3.6% | +5.6% |
| 3M | -8.5% | -20.6% | +12.1% | -8.0% |
| 6M | -1.3% | -20.7% | +19.4% | -0.2% |
| YTD | +2.6% | +22.5% | -19.9% | +4.4% |
| 1Y | +0.7% | +29.5% | -28.8% | +2.3% |
| All | +0.7% | +32.1% | -31.4% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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