+352.1%
ISRG vs INVH
+79.7%
+272.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.2% |
| 7D | -5.2% | -3.1% | -2.0% | -3.5% |
| 30D | -7.6% | -7.1% | -0.5% | -3.9% |
| 3M | -16.4% | -3.0% | -13.4% | -15.0% |
| 6M | -28.6% | +10.1% | -38.7% | -32.4% |
| YTD | -38.2% | +3.8% | -42.0% | -39.9% |
| 1Y | -25.5% | -2.1% | -23.4% | -25.3% |
| 3Y | +17.4% | -7.0% | +24.4% | +18.7% |
| 5Y | -3.0% | -20.6% | +17.6% | +6.5% |
| All | +352.1% | +79.7% | +272.4% | +231.8% |
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