+79.2%
PR vs INVH
-2.8%
+82.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.5% | +1.4% |
| 7D | +6.0% | -0.9% | +6.9% | +5.8% |
| 30D | -4.2% | +1.2% | -5.4% | -4.0% |
| 3M | +10.0% | -10.4% | +20.3% | +8.4% |
| 6M | +15.6% | -3.6% | +19.2% | +14.8% |
| YTD | +68.2% | -0.1% | +68.3% | +67.6% |
| 1Y | +79.2% | -0.7% | +79.9% | +78.1% |
| All | +79.2% | -2.8% | +82.0% | +78.1% |
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