-42.9%
TECH vs INVH
-21.2%
-21.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +1.1% |
| 7D | -0.5% | -3.1% | +2.6% | +1.4% |
| 30D | 0.0% | -7.5% | +7.5% | +4.6% |
| 3M | +37.4% | -6.3% | +43.7% | +42.5% |
| 6M | +36.9% | +9.4% | +27.4% | +29.1% |
| YTD | +23.1% | +1.4% | +21.7% | +21.1% |
| 1Y | +42.2% | -4.1% | +46.3% | +44.7% |
| 3Y | +1.9% | -9.2% | +11.1% | +5.4% |
| 5Y | -42.9% | -19.6% | -23.3% | -34.2% |
| All | -42.9% | -21.2% | -21.7% | -34.2% |
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 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