+29.5%
TER vs INVH
+11.0%
+18.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.3% | +3.0% |
| 7D | +12.4% | -2.3% | +14.6% | +10.8% |
| 30D | +5.1% | -5.7% | +10.9% | +1.5% |
| 3M | +4.0% | -4.5% | +8.4% | +1.3% |
| 6M | +29.5% | +11.0% | +18.6% | +19.8% |
| All | +29.5% | +11.0% | +18.6% | +19.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling