+24.5%
PH vs INVH
-4.3%
+28.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -1.3% | -3.0% | +1.7% | -0.9% |
| 30D | -11.0% | -7.5% | -3.5% | -10.0% |
| 3M | +5.5% | -5.5% | +11.0% | +6.2% |
| 6M | +1.5% | +11.7% | -10.2% | -0.6% |
| YTD | +8.8% | +1.3% | +7.4% | +8.6% |
| 1Y | +24.5% | -6.1% | +30.6% | +26.5% |
| All | +24.5% | -4.3% | +28.8% | +26.5% |
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