+76.2%
INVH vs FIVN
+96.5%
-20.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.2% |
| 7D | -3.0% | -7.8% | +4.9% | -2.1% |
| 30D | -7.5% | -1.7% | -5.8% | -7.5% |
| 3M | -5.5% | +47.2% | -52.7% | -10.4% |
| 6M | +11.7% | +82.7% | -71.0% | +2.1% |
| YTD | +1.3% | +52.9% | -51.6% | -5.8% |
| 1Y | -6.1% | +17.5% | -23.5% | -9.9% |
| 3Y | -9.8% | -55.8% | +46.1% | -4.0% |
| 5Y | -19.7% | -82.3% | +62.6% | -7.2% |
| All | +76.2% | +96.5% | -20.3% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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