+256.3%
P vs INVH
-21.2%
+277.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.3% |
| 7D | -4.1% | -3.1% | -1.0% | -3.1% |
| 30D | -14.0% | -7.5% | -6.5% | -11.8% |
| 3M | +41.4% | -6.3% | +47.7% | +43.7% |
| 6M | +54.2% | +9.4% | +44.7% | +47.2% |
| YTD | +40.4% | +1.4% | +39.0% | +37.5% |
| 1Y | +16.0% | -4.1% | +20.1% | +16.1% |
| 3Y | +140.7% | -9.2% | +149.9% | +142.0% |
| 5Y | +256.3% | -19.6% | +275.9% | +294.7% |
| All | +256.3% | -21.2% | +277.5% | +294.7% |
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