+192.8%
PAAS vs INVH
+79.7%
+113.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | +2.0% | -3.1% | +5.1% | +3.2% |
| 30D | -0.1% | -7.1% | +7.0% | +2.6% |
| 3M | +8.2% | -3.0% | +11.2% | +9.0% |
| 6M | -13.8% | +10.1% | -23.9% | -17.6% |
| YTD | -0.6% | +3.8% | -4.5% | -3.2% |
| 1Y | +44.0% | -2.1% | +46.1% | +43.2% |
| 3Y | +246.6% | -7.0% | +253.6% | +249.9% |
| 5Y | +116.1% | -20.6% | +136.7% | +128.6% |
| All | +192.8% | +79.7% | +113.1% | +122.3% |
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