+52.0%
TDG vs INVH
-9.7%
+61.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -1.9% | -3.0% | +1.1% | -0.9% |
| 30D | -7.7% | -7.5% | -0.2% | -5.3% |
| 3M | -9.3% | -5.5% | -3.8% | -7.7% |
| 6M | -9.4% | +11.7% | -21.1% | -12.8% |
| YTD | -14.3% | +1.3% | -15.6% | -15.0% |
| 1Y | -11.8% | -6.1% | -5.8% | -10.2% |
| 3Y | +52.0% | -9.8% | +61.7% | +57.3% |
| All | +52.0% | -9.7% | +61.7% | +57.3% |
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