+63.9%
META vs INVH
-19.3%
+83.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | +6.0% | -3.1% | +9.2% | +7.6% |
| 30D | +3.6% | -7.1% | +10.7% | +7.2% |
| 3M | +4.9% | -3.0% | +7.9% | +6.2% |
| 6M | -4.7% | +10.1% | -14.8% | -9.7% |
| YTD | -6.9% | +3.8% | -10.7% | -9.5% |
| 1Y | -18.2% | -2.1% | -16.1% | -18.3% |
| 3Y | +107.8% | -7.0% | +114.8% | +105.5% |
| 5Y | +63.9% | -20.6% | +84.5% | +73.9% |
| All | +63.9% | -19.3% | +83.2% | +73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling