-77.0%
PLTD vs INVH
-8.5%
-68.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.2% |
| 7D | +4.5% | -3.1% | +7.7% | +4.0% |
| 30D | -0.7% | -7.1% | +6.3% | -1.8% |
| 3M | -31.0% | -3.0% | -28.1% | -31.4% |
| 6M | -24.8% | +10.1% | -34.9% | -22.7% |
| YTD | -18.6% | +3.8% | -22.4% | -17.9% |
| 1Y | -31.8% | -2.1% | -29.7% | -33.8% |
| All | -77.0% | -8.5% | -68.5% | -78.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling