+14.8%
IP vs INVH
-4.1%
+18.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.4% |
| 7D | -5.1% | +2.0% | -7.1% | -5.7% |
| 30D | +8.5% | +4.8% | +3.7% | +6.7% |
| 3M | -13.8% | -9.8% | -4.1% | -10.9% |
| 6M | +5.7% | -3.7% | +9.4% | +7.0% |
| YTD | -9.1% | +0.8% | -10.0% | -9.6% |
| 1Y | -0.8% | +1.9% | -2.7% | -1.7% |
| 3Y | +14.8% | -4.3% | +19.1% | +10.6% |
| All | +14.8% | -4.1% | +18.9% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling