-23.9%
PATH vs INVH
-5.0%
-18.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | +0.7% | -3.3% | +4.0% | +1.9% |
| 30D | -1.1% | +0.2% | -1.4% | -1.3% |
| 3M | -14.2% | -9.5% | -4.7% | -11.2% |
| 6M | +30.9% | -4.3% | +35.2% | +32.6% |
| YTD | -20.1% | -0.8% | -19.2% | -20.4% |
| 1Y | -8.1% | -3.6% | -4.5% | -7.1% |
| All | -23.9% | -5.0% | -18.9% | -30.6% |
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 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