-4.6%
IP vs INVH
-2.8%
-1.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.7% | +1.1% |
| 7D | -0.3% | -0.9% | +0.6% | +0.2% |
| 30D | +7.9% | +1.2% | +6.8% | +7.2% |
| 3M | -15.3% | -10.4% | -4.9% | -10.6% |
| 6M | +10.5% | -3.6% | +14.1% | +12.4% |
| YTD | -9.4% | -0.1% | -9.3% | -9.3% |
| 1Y | -4.6% | -0.7% | -4.0% | -3.3% |
| All | -4.6% | -2.8% | -1.8% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling