+18.0%
Q vs INVH
+1.1%
+16.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | +0.5% |
| 7D | -3.3% | +3.1% | -6.3% | -2.7% |
| 30D | -9.7% | +5.8% | -15.5% | -9.0% |
| 3M | -16.1% | -8.5% | -7.6% | -16.3% |
| 6M | -15.7% | -1.3% | -14.4% | -16.7% |
| YTD | +45.7% | +2.6% | +43.1% | +41.2% |
| 1Y | +18.0% | +0.7% | +17.3% | +18.6% |
| All | +18.0% | +1.1% | +16.9% | +18.6% |
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