+50.0%
ONTO vs INVH
-4.3%
+54.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.6% | -2.9% |
| 7D | +17.5% | -0.9% | +18.4% | +17.5% |
| 30D | -15.7% | +1.2% | -16.8% | -15.8% |
| 3M | -39.7% | -10.4% | -29.3% | -39.1% |
| 6M | -26.5% | -3.6% | -22.9% | -27.1% |
| YTD | +29.0% | -0.1% | +29.1% | +26.5% |
| 1Y | +57.0% | -0.7% | +57.6% | +54.1% |
| 3Y | +50.0% | -4.6% | +54.6% | +52.0% |
| All | +50.0% | -4.3% | +54.3% | +52.0% |
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