-68.9%
S vs INVH
-21.2%
-47.7%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +3.3% |
| 7D | +0.1% | -3.1% | +3.2% | +2.1% |
| 30D | -11.8% | -7.5% | -4.3% | -7.4% |
| 3M | +33.9% | -6.3% | +40.2% | +39.3% |
| 6M | +40.1% | +9.4% | +30.7% | +30.4% |
| YTD | +32.1% | +1.4% | +30.7% | +28.6% |
| 1Y | +11.0% | -4.1% | +15.1% | +12.4% |
| 3Y | +16.9% | -9.2% | +26.1% | +19.0% |
| 5Y | -68.9% | -19.6% | -49.3% | -66.1% |
| All | -68.9% | -21.2% | -47.7% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling