+29.7%
Q vs INVH
+1.1%
+28.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.3% |
| 7D | +6.7% | -3.1% | +9.9% | +6.6% |
| 30D | -10.6% | -7.1% | -3.5% | -10.9% |
| 3M | -14.6% | -3.0% | -11.6% | -15.0% |
| 6M | +12.1% | +10.1% | +2.0% | +6.2% |
| YTD | +51.3% | +3.8% | +47.4% | +46.4% |
| All | +29.7% | +1.1% | +28.6% | +28.6% |
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 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