+21.4%
QSR vs INVH
+0.2%
+21.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | +7.6% | +3.5% | +4.1% | +6.4% |
| 30D | +11.8% | +4.4% | +7.4% | +10.3% |
| 3M | +6.4% | -8.6% | +15.0% | +8.8% |
| 6M | -2.1% | -1.7% | -0.3% | -1.4% |
| YTD | +18.3% | +2.6% | +15.7% | +16.7% |
| 1Y | +21.4% | +1.5% | +19.9% | +19.3% |
| All | +21.4% | +0.2% | +21.2% | +19.3% |
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