-47.1%
OPEN vs INVH
-2.4%
-44.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -4.3% | -2.9% | -1.3% | -2.8% |
| 30D | -16.2% | -6.9% | -9.3% | -13.2% |
| 3M | -36.4% | -2.7% | -33.7% | -36.0% |
| 6M | -35.5% | +8.2% | -43.7% | -40.7% |
| YTD | -46.0% | +4.5% | -50.4% | -47.3% |
| 1Y | -47.1% | -2.3% | -44.8% | -4.6% |
| All | -47.1% | -2.4% | -44.8% | -4.6% |
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