-22.2%
ON vs INVH
-9.7%
-12.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.1% | +8.6% | +8.5% |
| 7D | +2.4% | -3.0% | +5.4% | +3.3% |
| 30D | -8.6% | -7.5% | -1.1% | -6.6% |
| 3M | -34.3% | -5.5% | -28.8% | -34.0% |
| 6M | +28.5% | +11.7% | +16.8% | +18.7% |
| YTD | +40.6% | +1.3% | +39.3% | +35.8% |
| 1Y | +55.3% | -6.1% | +61.4% | +56.2% |
| 3Y | -22.2% | -9.8% | -12.4% | -16.0% |
| All | -22.2% | -9.7% | -12.5% | -16.0% |
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