+87.0%
PR vs INVH
+1.1%
+86.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.6% | -10.2% | -6.0% |
| 7D | -12.1% | +3.1% | -15.2% | -11.6% |
| 30D | +0.9% | +5.8% | -4.9% | +1.7% |
| 3M | +10.1% | -8.5% | +18.6% | +9.0% |
| 6M | +1.1% | -1.3% | +2.5% | +0.8% |
| YTD | +63.7% | +2.6% | +61.1% | +63.9% |
| 1Y | +87.0% | +0.7% | +86.3% | +84.7% |
| All | +87.0% | +1.1% | +86.0% | +84.7% |
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