-75.7%
PATH vs INVH
-20.4%
-55.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.2% | -16.4% | -16.5% |
| 7D | -16.3% | -2.9% | -13.4% | -14.7% |
| 30D | +9.9% | -6.9% | +16.8% | +14.9% |
| 3M | +30.2% | -2.7% | +32.9% | +32.0% |
| 6M | +37.2% | +8.2% | +29.0% | +28.8% |
| YTD | -7.3% | +4.5% | -11.8% | -11.5% |
| 1Y | +40.0% | -2.3% | +42.3% | +39.6% |
| 3Y | -4.4% | -7.3% | +2.9% | -3.6% |
| All | -75.7% | -20.4% | -55.2% | -73.7% |
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