+19.8%
ON vs INVH
+11.0%
+8.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.3% |
| 7D | -1.9% | -2.3% | +0.4% | -3.7% |
| 30D | -11.0% | -5.7% | -5.3% | -15.0% |
| 3M | -39.3% | -4.5% | -34.9% | -40.9% |
| 6M | +19.8% | +11.0% | +8.9% | +10.7% |
| All | +19.8% | +11.0% | +8.9% | +10.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling