-21.3%
IT vs INVH
-2.4%
-18.9%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.5% |
| 7D | -6.0% | -2.9% | -3.1% | -4.7% |
| 30D | 0.0% | -6.9% | +6.9% | +3.4% |
| 3M | +13.1% | -2.7% | +15.8% | +15.2% |
| 6M | +11.7% | +8.2% | +3.5% | +10.8% |
| YTD | -26.1% | +4.5% | -30.6% | -26.0% |
| 1Y | -21.3% | -2.3% | -18.9% | -17.8% |
| All | -21.3% | -2.4% | -18.9% | -17.8% |
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 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