+93.1%
ORCL vs INVH
-20.4%
+113.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +10.9% | -2.3% | +13.2% | +11.4% |
| 30D | +7.0% | -5.7% | +12.7% | +8.2% |
| 3M | -21.2% | -4.5% | -16.7% | -20.7% |
| 6M | +7.4% | +11.0% | -3.6% | +3.7% |
| YTD | -16.3% | +3.7% | -20.0% | -17.8% |
| 1Y | -32.3% | -2.8% | -29.5% | -32.4% |
| 3Y | +32.6% | -7.1% | +39.7% | +32.8% |
| 5Y | +93.1% | -19.4% | +112.5% | +106.3% |
| All | +93.1% | -20.4% | +113.5% | +106.3% |
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