+118.7%
ONTO vs INVH
-8.0%
+126.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.0% |
| 7D | +9.7% | -3.1% | +12.8% | +10.2% |
| 30D | -8.8% | -7.1% | -1.7% | -7.9% |
| 3M | +4.5% | -3.0% | +7.5% | +4.4% |
| 6M | +56.4% | +10.1% | +46.3% | +50.1% |
| YTD | +78.1% | +3.8% | +74.2% | +73.7% |
| 1Y | +171.3% | -2.1% | +173.4% | +169.5% |
| 3Y | +118.7% | -7.0% | +125.7% | +122.7% |
| All | +118.7% | -8.0% | +126.7% | +122.7% |
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 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