-7.1%
PCG vs INVH
-4.7%
-2.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.2% |
| 7D | +0.5% | -3.1% | +3.6% | +1.8% |
| 30D | -18.9% | -7.5% | -11.4% | -16.2% |
| 3M | -15.8% | -6.3% | -9.6% | -13.6% |
| 6M | -22.6% | +9.4% | -32.0% | -25.4% |
| YTD | -12.2% | +1.4% | -13.6% | -12.5% |
| 1Y | -7.1% | -4.1% | -3.0% | -3.4% |
| All | -7.1% | -4.7% | -2.4% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling