+38.5%
TNA vs INVH
+1.1%
+37.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.6% | +0.8% | +3.0% |
| 7D | +2.4% | +3.1% | -0.6% | +1.3% |
| 30D | -0.9% | +5.8% | -6.7% | -3.0% |
| 3M | -19.2% | -8.5% | -10.7% | -16.8% |
| 6M | -0.8% | -1.3% | +0.5% | -1.6% |
| YTD | +33.2% | +2.6% | +30.6% | +27.6% |
| 1Y | +38.5% | +0.7% | +37.8% | +38.1% |
| All | +38.5% | +1.1% | +37.4% | +38.1% |
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