-34.7%
ROL vs INVH
+1.1%
-35.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.9% | +1.3% |
| 7D | +14.6% | +3.1% | +11.5% | +13.2% |
| 30D | +29.3% | +5.8% | +23.5% | +26.6% |
| 3M | +2.0% | -8.5% | +10.5% | +4.6% |
| 6M | -28.5% | -1.3% | -27.2% | -28.4% |
| YTD | -35.3% | +2.6% | -37.9% | -36.1% |
| 1Y | -34.7% | +0.7% | -35.4% | -35.7% |
| All | -34.7% | +1.1% | -35.8% | -35.7% |
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