-10.1%
OTIS vs INVH
+1.1%
-11.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.6% | +0.2% | +2.4% |
| 7D | +9.5% | +3.1% | +6.4% | +8.2% |
| 30D | +21.1% | +5.8% | +15.3% | +18.7% |
| 3M | +9.0% | -8.5% | +17.5% | +12.2% |
| 6M | +6.4% | -1.3% | +7.8% | +7.1% |
| YTD | -7.1% | +2.6% | -9.7% | -8.1% |
| 1Y | -10.1% | +0.7% | -10.9% | -10.8% |
| All | -10.1% | +1.1% | -11.2% | -10.8% |
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