-47.7%
IONQ vs INVH
-3.1%
-44.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.8% | -7.2% | -5.5% |
| 7D | -11.5% | -0.9% | -10.5% | -12.5% |
| 30D | -8.1% | +1.2% | -9.3% | -7.0% |
| 3M | -35.8% | -10.4% | -25.4% | -44.8% |
| 6M | -47.7% | -3.6% | -44.1% | -48.4% |
| All | -47.7% | -3.1% | -44.7% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 6mo: compounded portfolio wealth divided by compounded INVH 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…
6mo analysis · Full analysis span regression · 6 months rolling