+173.5%
RTX vs INVH
-9.6%
+183.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.7% |
| 7D | -2.0% | -3.1% | +1.1% | -1.4% |
| 30D | -11.2% | -7.5% | -3.7% | -9.9% |
| 3M | +12.0% | -6.3% | +18.3% | +13.3% |
| 6M | -3.6% | +9.4% | -13.0% | -5.3% |
| YTD | +9.2% | +1.4% | +7.8% | +8.7% |
| 1Y | +29.7% | -4.1% | +33.8% | +30.4% |
| All | +173.5% | -9.6% | +183.1% | +176.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling