+252.0%
PAAS vs INVH
-7.6%
+259.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.9% | +3.8% |
| 7D | +2.6% | -2.3% | +4.9% | +3.4% |
| 30D | +2.5% | -5.7% | +8.2% | +4.3% |
| 3M | +15.1% | -4.5% | +19.5% | +16.3% |
| 6M | -12.1% | +11.0% | -23.0% | -16.3% |
| YTD | +3.1% | +3.7% | -0.6% | +0.5% |
| 1Y | +50.8% | -2.8% | +53.7% | +51.6% |
| All | +252.0% | -7.6% | +259.5% | +281.5% |
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