-10.5%
TEM vs INVH
+1.1%
-11.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.6% | -6.5% | -2.9% |
| 7D | -1.3% | +3.1% | -4.4% | -1.4% |
| 30D | -9.5% | +5.8% | -15.3% | -9.9% |
| 3M | +60.7% | -8.5% | +69.2% | +63.0% |
| 6M | +35.5% | -1.3% | +36.8% | +35.3% |
| YTD | +28.0% | +2.6% | +25.5% | +25.1% |
| 1Y | -10.5% | +0.7% | -11.2% | -6.4% |
| All | -10.5% | +1.1% | -11.6% | -6.4% |
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