+80.3%
INVH vs SPY
+289.1%
-208.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.2% |
| 7D | -2.3% | -0.4% | -1.9% | -2.0% |
| 30D | -5.7% | -1.4% | -4.3% | -4.7% |
| 3M | -4.5% | +3.7% | -8.2% | -7.5% |
| 6M | +11.0% | +13.0% | -2.0% | 0.0% |
| YTD | +3.7% | +12.4% | -8.7% | -6.3% |
| 1Y | -2.8% | +18.5% | -21.4% | -16.2% |
| 3Y | -7.1% | +77.6% | -84.8% | -44.3% |
| 5Y | -19.4% | +81.7% | -101.1% | -53.0% |
| All | +80.3% | +289.1% | -208.8% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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