+266.6%
THC vs INVH
-7.6%
+274.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +3.9% |
| 7D | +4.1% | -2.3% | +6.4% | +4.9% |
| 30D | +3.5% | -5.7% | +9.2% | +5.7% |
| 3M | +61.7% | -4.5% | +66.2% | +64.3% |
| 6M | +11.8% | +11.0% | +0.9% | +7.3% |
| YTD | +35.4% | +3.7% | +31.7% | +33.0% |
| 1Y | +37.0% | -2.8% | +39.9% | +38.4% |
| All | +266.6% | -7.6% | +274.2% | +257.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling