-55.3%
PODD vs INVH
-20.2%
-35.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -10.5% | -3.0% | -7.5% | -8.9% |
| 30D | -9.0% | -7.5% | -1.5% | -4.9% |
| 3M | -11.5% | -5.5% | -6.0% | -8.5% |
| 6M | -44.7% | +11.7% | -56.5% | -47.9% |
| YTD | -53.6% | +1.3% | -54.9% | -54.0% |
| 1Y | -61.0% | -6.1% | -54.9% | -59.7% |
| 3Y | -24.7% | -9.8% | -14.9% | -22.4% |
| All | -55.3% | -20.2% | -35.1% | -46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling