+43.2%
TER vs INVH
+1.1%
+42.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.6% | -10.5% | -4.7% |
| 7D | -19.9% | +3.1% | -22.9% | -18.3% |
| 30D | -43.5% | +5.8% | -49.3% | -41.6% |
| 3M | -37.8% | -8.5% | -29.3% | -39.5% |
| 6M | -25.6% | -1.3% | -24.2% | -26.2% |
| YTD | +29.8% | +2.6% | +27.2% | +31.3% |
| 1Y | +43.2% | +0.7% | +42.5% | +43.6% |
| All | +43.2% | +1.1% | +42.1% | +43.6% |
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