-7.7%
INVH vs CASY
+163.7%
-171.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -14.2% | +14.1% | +1.3% |
| 7D | -2.3% | -16.5% | +14.2% | -0.6% |
| 30D | -5.7% | -26.4% | +20.7% | -2.8% |
| 3M | -4.5% | -17.3% | +12.8% | -3.2% |
| 6M | +11.0% | -5.2% | +16.2% | +10.2% |
| YTD | +3.7% | +14.1% | -10.4% | +0.3% |
| 1Y | -2.8% | +16.6% | -19.5% | -6.5% |
| All | -7.7% | +163.7% | -171.4% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling