+116.3%
PLTU vs INVH
-11.6%
+127.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -8.1% | -3.0% | -5.1% | -7.2% |
| 30D | -7.0% | -7.5% | +0.5% | -4.8% |
| 3M | +40.0% | -5.5% | +45.5% | +42.4% |
| 6M | -6.0% | +11.7% | -17.7% | -12.8% |
| YTD | -37.1% | +1.3% | -38.4% | -38.4% |
| 1Y | -33.1% | -6.1% | -27.1% | -29.2% |
| All | +116.3% | -11.6% | +127.9% | +170.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling