+59.6%
PCAR vs INVH
-7.6%
+67.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.2% | -2.3% | +2.1% | +0.6% |
| 30D | -6.9% | -5.7% | -1.2% | -5.1% |
| 3M | +2.1% | -4.5% | +6.6% | +3.5% |
| 6M | +1.6% | +11.0% | -9.4% | -2.7% |
| YTD | +12.2% | +3.7% | +8.5% | +10.1% |
| 1Y | +28.0% | -2.8% | +30.9% | +28.6% |
| All | +59.6% | -7.6% | +67.2% | +62.9% |
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