+147.7%
P vs INVH
-7.6%
+155.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | +5.0% | -2.3% | +7.3% | +5.2% |
| 30D | -0.9% | -5.7% | +4.8% | -0.3% |
| 3M | +38.7% | -4.5% | +43.1% | +39.0% |
| 6M | +54.4% | +11.0% | +43.4% | +49.8% |
| YTD | +44.8% | +3.7% | +41.2% | +42.8% |
| 1Y | +22.5% | -2.8% | +25.4% | +23.3% |
| All | +147.7% | -7.6% | +155.3% | +146.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling