+90.9%
PL vs INVH
-2.1%
+93.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.4% |
| 7D | -13.9% | -2.3% | -11.6% | -14.6% |
| 30D | -25.5% | -5.7% | -19.7% | -27.0% |
| 3M | -44.8% | -4.5% | -40.3% | -45.4% |
| 6M | -33.3% | +11.0% | -44.3% | -31.3% |
| YTD | -12.7% | +3.7% | -16.4% | -10.9% |
| 1Y | +90.9% | -2.8% | +93.8% | +114.1% |
| All | +90.9% | -2.1% | +93.0% | +114.1% |
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