+69.5%
PR vs INVH
-2.4%
+71.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | +2.9% | -2.9% | +5.8% | +2.6% |
| 30D | +18.0% | -6.9% | +25.0% | +17.2% |
| 3M | +16.9% | -2.7% | +19.6% | +16.4% |
| 6M | +28.2% | +8.2% | +20.0% | +27.8% |
| YTD | +69.3% | +4.5% | +64.9% | +69.0% |
| 1Y | +69.5% | -2.3% | +71.8% | +69.8% |
| All | +69.5% | -2.4% | +71.9% | +69.8% |
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