+190.0%
RSP vs INVH
+79.7%
+110.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -0.4% | -3.1% | +2.7% | +1.1% |
| 30D | -1.5% | -7.1% | +5.6% | +1.8% |
| 3M | +4.8% | -3.0% | +7.8% | +6.0% |
| 6M | +10.3% | +10.1% | +0.2% | +4.9% |
| YTD | +14.1% | +3.8% | +10.2% | +11.2% |
| 1Y | +17.0% | -2.1% | +19.1% | +17.0% |
| 3Y | +54.2% | -7.0% | +61.2% | +55.6% |
| 5Y | +51.5% | -20.6% | +72.1% | +62.5% |
| All | +190.0% | +79.7% | +110.4% | +117.7% |
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 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