+65.2%
TD vs INVH
-2.4%
+67.6%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +0.3% | -2.9% | +3.2% | +0.6% |
| 30D | +0.4% | -6.9% | +7.3% | +1.2% |
| 3M | +7.6% | -2.7% | +10.4% | +7.7% |
| 6M | +25.0% | +8.2% | +16.8% | +22.3% |
| YTD | +31.0% | +4.5% | +26.5% | +28.7% |
| 1Y | +65.2% | -2.3% | +67.5% | +64.9% |
| All | +65.2% | -2.4% | +67.6% | +64.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling