+7.3%
TDY vs INVH
-4.5%
+11.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -2.2% | -2.8% | +0.6% | -1.9% |
| 30D | -12.1% | -8.9% | -3.2% | -11.1% |
| 3M | -4.6% | -6.1% | +1.5% | -4.1% |
| 6M | -6.5% | +12.9% | -19.4% | -9.5% |
| YTD | +16.9% | +1.5% | +15.4% | +15.2% |
| All | +7.3% | -4.5% | +11.7% | +7.5% |
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 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