+1.5%
INVH vs ZYBT
-37.3%
+38.8%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | 0.0% |
| 7D | +3.5% | -3.5% | +6.9% | +3.5% |
| 30D | +4.4% | +24.3% | -19.9% | +4.4% |
| 3M | -8.6% | -41.5% | +32.9% | -8.6% |
| 6M | -1.7% | +58.6% | -60.3% | -1.5% |
| YTD | +2.6% | +20.0% | -17.4% | +1.5% |
| 1Y | +1.5% | -35.2% | +36.7% | -3.1% |
| All | +1.5% | -37.3% | +38.8% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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