+55.3%
TOST vs INVH
-3.1%
+58.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +2.9% |
| 7D | 0.0% | -0.9% | +1.0% | +0.7% |
| 30D | +16.2% | +1.2% | +15.0% | +15.4% |
| 3M | -1.5% | -10.4% | +8.9% | +4.9% |
| 6M | +55.3% | -3.6% | +58.9% | +62.6% |
| All | +55.3% | -3.1% | +58.4% | +62.6% |
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 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