+16.8%
ISRG vs INVH
-7.6%
+24.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -5.0% | -2.3% | -2.7% | -4.2% |
| 30D | -10.2% | -5.7% | -4.5% | -8.2% |
| 3M | -17.2% | -4.5% | -12.7% | -15.8% |
| 6M | -28.4% | +11.0% | -39.4% | -31.1% |
| YTD | -37.6% | +3.7% | -41.3% | -38.5% |
| 1Y | -24.4% | -2.8% | -21.6% | -23.5% |
| All | +16.8% | -7.6% | +24.4% | +16.5% |
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