+269.4%
ONTO vs INVH
-19.3%
+288.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.1% |
| 7D | +9.7% | -3.1% | +12.8% | +11.1% |
| 30D | -8.8% | -7.1% | -1.7% | -6.1% |
| 3M | +4.5% | -3.0% | +7.5% | +4.8% |
| 6M | +56.4% | +10.1% | +46.3% | +46.6% |
| YTD | +78.1% | +3.8% | +74.2% | +71.3% |
| 1Y | +171.3% | -2.1% | +173.4% | +168.0% |
| 3Y | +118.7% | -7.0% | +125.7% | +116.2% |
| 5Y | +269.4% | -20.6% | +290.0% | +307.0% |
| All | +269.4% | -19.3% | +288.7% | +307.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling