+1,328.9%
THC vs INVH
+79.7%
+1,249.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | -2.6% | -3.1% | +0.6% | -0.4% |
| 30D | -1.2% | -7.1% | +5.9% | +3.9% |
| 3M | +58.9% | -3.0% | +61.9% | +61.9% |
| 6M | +9.3% | +10.1% | -0.8% | +1.1% |
| YTD | +30.4% | +3.8% | +26.5% | +24.9% |
| 1Y | +34.6% | -2.1% | +36.7% | +34.2% |
| 3Y | +246.7% | -7.0% | +253.7% | +247.3% |
| 5Y | +244.5% | -20.6% | +265.1% | +286.6% |
| All | +1,328.9% | +79.7% | +1,249.2% | +770.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling