+33.0%
Q vs INVH
-1.3%
+34.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +4.9% | -3.0% | +7.9% | +4.8% |
| 30D | -11.0% | -7.5% | -3.5% | -11.3% |
| 3M | -15.2% | -5.5% | -9.7% | -15.6% |
| 6M | +8.8% | +11.7% | -2.9% | +1.4% |
| YTD | +55.1% | +1.3% | +53.8% | +49.9% |
| All | +33.0% | -1.3% | +34.3% | +31.7% |
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