+422.7%
PR vs INVH
-19.3%
+442.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.5% |
| 7D | -0.6% | -3.1% | +2.5% | +0.7% |
| 30D | +17.4% | -7.1% | +24.4% | +20.7% |
| 3M | +21.8% | -3.0% | +24.7% | +22.8% |
| 6M | +27.6% | +10.1% | +17.5% | +21.1% |
| YTD | +71.4% | +3.8% | +67.6% | +66.5% |
| 1Y | +78.3% | -2.1% | +80.4% | +77.7% |
| 3Y | +85.5% | -7.0% | +92.5% | +86.7% |
| 5Y | +422.7% | -20.6% | +443.2% | +501.0% |
| All | +422.7% | -19.3% | +442.0% | +501.0% |
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