-85.1%
OPEN vs INVH
-21.2%
-63.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.2% | -4.5% | -4.1% |
| 7D | -10.5% | -3.1% | -7.4% | -7.0% |
| 30D | -21.8% | -7.5% | -14.3% | -14.2% |
| 3M | -37.5% | -6.3% | -31.2% | -33.2% |
| 6M | -44.1% | +9.4% | -53.6% | -51.6% |
| YTD | -52.0% | +1.4% | -53.4% | -54.5% |
| 1Y | -52.2% | -4.1% | -48.1% | -51.3% |
| 3Y | -25.9% | -9.2% | -16.7% | -24.3% |
| 5Y | -85.1% | -19.6% | -65.4% | -80.4% |
| All | -85.1% | -21.2% | -63.8% | -80.4% |
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 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