+37.6%
PPG vs INVH
+1.1%
+36.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.6% | +1.3% | +3.5% |
| 7D | +7.5% | +3.1% | +4.4% | +6.2% |
| 30D | +20.9% | +5.8% | +15.1% | +18.1% |
| 3M | +8.7% | -8.5% | +17.2% | +12.3% |
| 6M | +23.8% | -1.3% | +25.2% | +24.4% |
| YTD | +26.5% | +2.6% | +23.9% | +25.1% |
| 1Y | +37.6% | +0.7% | +36.9% | +37.1% |
| All | +37.6% | +1.1% | +36.5% | +37.1% |
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