+158.9%
REPL vs INVH
-2.4%
+161.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.7% |
| 7D | -3.0% | -2.9% | -0.1% | -4.1% |
| 30D | +27.1% | -6.9% | +34.1% | +23.8% |
| 3M | +52.4% | -2.7% | +55.1% | +51.6% |
| 6M | +107.4% | +8.2% | +99.2% | +106.7% |
| YTD | +54.7% | +4.5% | +50.3% | +55.4% |
| 1Y | +158.9% | -2.3% | +161.2% | +170.6% |
| All | +158.9% | -2.4% | +161.2% | +170.6% |
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