-52.9%
ORCL vs INVH
-4.7%
-48.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -6.4% |
| 7D | -0.7% | -3.1% | +2.4% | -2.3% |
| 30D | +5.1% | -7.5% | +12.6% | +1.3% |
| 3M | -23.7% | -6.3% | -17.5% | -25.8% |
| 6M | +3.1% | +9.4% | -6.4% | +5.6% |
| YTD | -20.8% | +1.4% | -22.2% | -21.5% |
| 1Y | -52.9% | -4.1% | -48.8% | -54.8% |
| All | -52.9% | -4.7% | -48.2% | -54.8% |
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