+264.5%
RTX vs INVH
+79.7%
+184.8%
-52.0%
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% | -0.7% |
| 7D | -3.1% | -3.1% | 0.0% | -1.7% |
| 30D | -10.6% | -7.1% | -3.5% | -7.6% |
| 3M | +11.6% | -3.0% | +14.6% | +12.9% |
| 6M | -4.5% | +10.1% | -14.6% | -9.0% |
| YTD | +9.6% | +3.8% | +5.7% | +6.9% |
| 1Y | +30.8% | -2.1% | +32.9% | +30.9% |
| 3Y | +152.8% | -7.0% | +159.8% | +152.2% |
| 5Y | +167.1% | -20.6% | +187.7% | +183.5% |
| All | +264.5% | +79.7% | +184.8% | +146.5% |
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 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