-72.2%
OPEN vs INVH
+20.6%
-92.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.1% | -2.1% |
| 7D | -2.9% | -2.3% | -0.6% | -0.7% |
| 30D | -13.8% | -5.7% | -8.1% | -8.6% |
| 3M | -30.9% | -4.5% | -26.4% | -28.3% |
| 6M | -40.9% | +11.0% | -51.9% | -48.3% |
| YTD | -48.5% | +3.7% | -52.2% | -51.8% |
| 1Y | -50.9% | -2.8% | -48.1% | -50.6% |
| 3Y | -20.6% | -7.1% | -13.5% | -19.2% |
| 5Y | -84.2% | -19.4% | -64.7% | -81.6% |
| All | -72.2% | +20.6% | -92.9% | -71.5% |
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