-75.2%
PATH vs INVH
-21.7%
-53.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.8% |
| 7D | +2.1% | -0.9% | +3.0% | +2.7% |
| 30D | +1.6% | +1.2% | +0.4% | +0.7% |
| 3M | -20.4% | -10.4% | -10.1% | -14.8% |
| 6M | +40.1% | -3.6% | +43.7% | +42.7% |
| YTD | -19.0% | -0.1% | -18.9% | -20.6% |
| 1Y | -5.8% | -0.7% | -5.2% | -7.7% |
| 3Y | -22.9% | -4.6% | -18.4% | -25.2% |
| All | -75.2% | -21.7% | -53.5% | -71.1% |
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