-36.7%
ONON vs INVH
-4.3%
-32.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -2.1% | -3.0% | +0.9% | -1.4% |
| 30D | -11.6% | -7.5% | -4.1% | -10.1% |
| 3M | -30.1% | -5.5% | -24.6% | -29.1% |
| 6M | -30.5% | +11.7% | -42.2% | -30.7% |
| YTD | -41.0% | +1.3% | -42.4% | -41.0% |
| 1Y | -36.7% | -6.1% | -30.6% | -36.5% |
| All | -36.7% | -4.3% | -32.4% | -36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling