+791.7%
P vs INVH
+80.8%
+710.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +6.5% | -2.9% | +9.4% | +8.0% |
| 30D | +18.8% | -6.9% | +25.8% | +22.8% |
| 3M | +26.7% | -2.7% | +29.5% | +27.2% |
| 6M | +62.2% | +8.2% | +54.0% | +53.7% |
| YTD | +48.5% | +4.5% | +44.0% | +42.2% |
| 1Y | +26.4% | -2.3% | +28.7% | +25.0% |
| 3Y | +159.4% | -7.3% | +166.7% | +157.5% |
| 5Y | +275.8% | -20.5% | +296.3% | +302.2% |
| All | +791.7% | +80.8% | +710.9% | +564.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling