+507.5%
QQQ vs INVH
+75.4%
+432.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | -0.6% | -3.0% | +2.4% | +0.7% |
| 30D | -1.2% | -7.5% | +6.3% | +1.9% |
| 3M | -0.2% | -5.5% | +5.3% | +1.7% |
| 6M | +17.9% | +11.7% | +6.2% | +11.7% |
| YTD | +16.6% | +1.3% | +15.3% | +14.6% |
| 1Y | +23.0% | -6.1% | +29.1% | +24.5% |
| 3Y | +92.9% | -9.8% | +102.7% | +95.4% |
| 5Y | +95.6% | -19.7% | +115.3% | +106.3% |
| All | +507.5% | +75.4% | +432.1% | +382.9% |
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