+48.6%
JBL vs INVH
-4.3%
+52.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.1% | +5.0% |
| 7D | +2.4% | -3.0% | +5.4% | +1.9% |
| 30D | -13.1% | -7.5% | -5.6% | -14.3% |
| 3M | -15.6% | -5.5% | -10.1% | -16.6% |
| 6M | +24.6% | +11.7% | +12.9% | +23.2% |
| YTD | +39.6% | +1.3% | +38.3% | +37.9% |
| 1Y | +48.6% | -6.1% | +54.7% | +55.3% |
| All | +48.6% | -4.3% | +52.9% | +55.3% |
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