+56.2%
RIG vs INVH
-20.2%
+76.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | -3.1% | -3.0% | -0.1% | -2.0% |
| 30D | -0.5% | -7.5% | +7.0% | +2.3% |
| 3M | -6.0% | -5.5% | -0.4% | -4.3% |
| 6M | -10.1% | +11.7% | -21.8% | -15.1% |
| YTD | +37.3% | +1.3% | +36.0% | +34.7% |
| 1Y | +73.9% | -6.1% | +80.0% | +76.2% |
| 3Y | -30.2% | -9.8% | -20.4% | -29.2% |
| All | +56.2% | -20.2% | +76.4% | +68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling