-24.4%
OPEN vs INVH
-9.7%
-14.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -11.4% | -3.0% | -8.4% | -9.4% |
| 30D | -20.1% | -7.5% | -12.5% | -15.3% |
| 3M | -37.6% | -5.5% | -32.1% | -35.3% |
| 6M | -47.1% | +11.7% | -58.8% | -52.6% |
| YTD | -52.1% | +1.3% | -53.5% | -53.5% |
| 1Y | -73.5% | -6.1% | -67.4% | -72.4% |
| 3Y | -24.4% | -9.8% | -14.6% | -22.4% |
| All | -24.4% | -9.7% | -14.7% | -22.4% |
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