+661.5%
MSCI vs INVH
+80.8%
+580.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +0.4% | -2.9% | +3.3% | +2.0% |
| 30D | +0.6% | -6.9% | +7.5% | +4.6% |
| 3M | -7.1% | -2.7% | -4.4% | -5.9% |
| 6M | +0.8% | +8.2% | -7.4% | -4.2% |
| YTD | +1.0% | +4.5% | -3.5% | -2.7% |
| 1Y | +4.3% | -2.3% | +6.6% | +4.2% |
| 3Y | +9.9% | -7.3% | +17.2% | +10.6% |
| 5Y | -6.8% | -20.5% | +13.7% | +2.3% |
| All | +661.5% | +80.8% | +580.7% | +409.1% |
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