+120.8%
PAAS vs INVH
-21.2%
+142.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.4% |
| 7D | -3.7% | -3.1% | -0.6% | -2.4% |
| 30D | -1.9% | -7.5% | +5.6% | +1.2% |
| 3M | +15.1% | -6.3% | +21.4% | +17.6% |
| 6M | -17.1% | +9.4% | -26.5% | -21.2% |
| YTD | -1.3% | +1.4% | -2.7% | -3.3% |
| 1Y | +41.1% | -4.1% | +45.2% | +41.6% |
| 3Y | +244.2% | -9.2% | +253.4% | +251.3% |
| 5Y | +120.8% | -19.6% | +140.4% | +133.1% |
| All | +120.8% | -21.2% | +142.0% | +133.1% |
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 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