+264.9%
RMD vs INVH
+79.4%
+185.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -4.7% | -2.3% | -2.4% | -3.8% |
| 30D | +0.2% | -5.7% | +6.0% | +2.8% |
| 3M | +12.0% | -4.5% | +16.5% | +14.2% |
| 6M | -12.5% | +11.0% | -23.5% | -16.4% |
| YTD | -7.9% | +3.7% | -11.6% | -9.7% |
| 1Y | -20.4% | -2.8% | -17.5% | -19.9% |
| 3Y | +53.1% | -7.1% | +60.3% | +54.4% |
| 5Y | -22.1% | -19.4% | -2.7% | -17.1% |
| All | +264.9% | +79.4% | +185.5% | +176.4% |
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