-3.1%
IP vs INVH
+71.6%
-74.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | -0.9% | -3.3% | +2.4% | +0.7% |
| 30D | +6.7% | +0.2% | +6.5% | +6.5% |
| 3M | -16.6% | -9.5% | -7.1% | -12.7% |
| 6M | +6.0% | -4.3% | +10.3% | +8.1% |
| YTD | -10.7% | -0.8% | -9.8% | -10.7% |
| 1Y | -6.7% | -3.6% | -3.1% | -5.5% |
| 3Y | +17.1% | -5.8% | +22.9% | +17.2% |
| 5Y | -14.6% | -22.3% | +7.7% | -7.7% |
| All | -3.1% | +71.6% | -74.7% | -23.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling