+148.6%
TE vs INVH
-2.4%
+151.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.2% |
| 7D | -4.0% | -2.9% | -1.1% | -5.9% |
| 30D | -15.9% | -6.9% | -9.0% | -19.8% |
| 3M | -60.5% | -2.7% | -57.8% | -60.7% |
| 6M | -35.2% | +8.2% | -43.4% | -32.6% |
| YTD | -31.1% | +4.5% | -35.6% | -28.8% |
| 1Y | +148.6% | -2.3% | +151.0% | +140.2% |
| All | +148.6% | -2.4% | +151.0% | +140.2% |
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