-52.3%
TEAM vs INVH
-20.2%
-32.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -5.2% | -3.0% | -2.2% | -3.2% |
| 30D | +15.8% | -7.5% | +23.3% | +22.0% |
| 3M | +101.5% | -5.5% | +107.0% | +109.2% |
| 6M | +138.2% | +11.7% | +126.5% | +116.5% |
| YTD | +10.8% | +1.3% | +9.5% | +7.5% |
| 1Y | +1.7% | -6.1% | +7.8% | +4.5% |
| 3Y | -16.0% | -9.8% | -6.3% | -15.4% |
| All | -52.3% | -20.2% | -32.1% | -43.1% |
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