+233.2%
IQV vs INVH
+75.4%
+157.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -2.2% | -3.0% | +0.8% | -0.5% |
| 30D | +8.3% | -7.5% | +15.8% | +13.3% |
| 3M | +44.6% | -5.5% | +50.1% | +49.5% |
| 6M | +52.6% | +11.7% | +40.9% | +42.2% |
| YTD | +16.1% | +1.3% | +14.8% | +14.0% |
| 1Y | +37.3% | -6.1% | +43.4% | +40.8% |
| 3Y | +21.6% | -9.8% | +31.3% | +26.4% |
| 5Y | +0.5% | -19.7% | +20.2% | +11.0% |
| All | +233.2% | +75.4% | +157.8% | +141.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling