+35.8%
MSCI vs INVH
-4.3%
+40.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.6% | +1.1% |
| 7D | +3.0% | -0.9% | +3.9% | +3.3% |
| 30D | +17.8% | +1.2% | +16.6% | +17.4% |
| 3M | +15.2% | -10.4% | +25.6% | +18.9% |
| 6M | +16.5% | -3.6% | +20.1% | +17.7% |
| YTD | +16.4% | -0.1% | +16.5% | +16.1% |
| 1Y | +16.8% | -0.7% | +17.5% | +16.8% |
| 3Y | +35.8% | -4.6% | +40.3% | +34.9% |
| All | +35.8% | -4.3% | +40.1% | +34.9% |
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 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