+115.3%
SPOT vs INVH
-20.2%
+135.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -3.1% | -3.0% | -0.1% | -1.8% |
| 30D | +7.4% | -7.5% | +14.9% | +11.1% |
| 3M | +8.2% | -5.5% | +13.7% | +10.7% |
| 6M | +2.2% | +11.7% | -9.5% | -3.3% |
| YTD | -9.5% | +1.3% | -10.8% | -10.8% |
| 1Y | -23.8% | -6.1% | -17.8% | -22.5% |
| 3Y | +233.5% | -9.8% | +243.2% | +236.6% |
| All | +115.3% | -20.2% | +135.5% | +131.7% |
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 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