-77.0%
PATH vs INVH
-21.1%
-55.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +1.0% |
| 7D | -5.3% | +2.0% | -7.3% | -6.6% |
| 30D | -0.5% | +4.8% | -5.3% | -3.7% |
| 3M | -7.1% | -9.8% | +2.6% | -1.0% |
| 6M | +23.8% | -3.7% | +27.5% | +26.2% |
| YTD | -20.7% | +0.8% | -21.5% | -22.7% |
| 1Y | -8.1% | +1.9% | -9.9% | -11.5% |
| 3Y | -21.8% | -4.3% | -17.5% | -24.2% |
| All | -77.0% | -21.1% | -55.9% | -73.6% |
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 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