+493.5%
ONTO vs INVH
+7.1%
+486.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -2.1% |
| 7D | +34.4% | -3.3% | +37.7% | +36.6% |
| 30D | -20.4% | +0.2% | -20.7% | -21.2% |
| 3M | -37.8% | -9.5% | -28.3% | -35.2% |
| 6M | -24.6% | -4.3% | -20.2% | -24.7% |
| YTD | +32.8% | -0.8% | +33.7% | +29.0% |
| 1Y | +54.7% | -3.6% | +58.3% | +52.5% |
| 3Y | +54.7% | -5.8% | +60.5% | +49.3% |
| 5Y | +134.0% | -22.3% | +156.3% | +152.9% |
| All | +493.5% | +7.1% | +486.4% | +386.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling