+365.6%
PSX vs INVH
+79.4%
+286.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | +1.8% | -2.3% | +4.1% | +2.8% |
| 30D | +21.6% | -5.7% | +27.4% | +24.4% |
| 3M | +46.5% | -4.5% | +50.9% | +48.8% |
| 6M | +62.0% | +11.0% | +51.0% | +54.2% |
| YTD | +106.3% | +3.7% | +102.6% | +101.2% |
| 1Y | +103.0% | -2.8% | +105.8% | +102.9% |
| 3Y | +135.5% | -7.1% | +142.7% | +136.7% |
| 5Y | +368.5% | -19.4% | +387.9% | +391.1% |
| All | +365.6% | +79.4% | +286.2% | +245.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling