-19.7%
PLTU vs INVH
-2.4%
-17.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.2% | -8.8% | -9.1% |
| 7D | -13.6% | -2.9% | -10.7% | -14.5% |
| 30D | +16.7% | -6.9% | +23.6% | +13.5% |
| 3M | +29.6% | -2.7% | +32.3% | +29.2% |
| 6M | -0.1% | +8.2% | -8.3% | +2.0% |
| YTD | -31.5% | +4.5% | -36.0% | -30.5% |
| 1Y | -19.7% | -2.3% | -17.4% | -19.5% |
| All | -19.7% | -2.4% | -17.3% | -19.5% |
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