+2,287.2%
TQQQ vs INVH
+75.4%
+2,211.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | -1.9% | -3.0% | +1.1% | +1.7% |
| 30D | -4.9% | -7.5% | +2.7% | +3.9% |
| 3M | -6.4% | -5.5% | -0.9% | -2.1% |
| 6M | +44.4% | +11.7% | +32.7% | +21.0% |
| YTD | +35.2% | +1.3% | +33.8% | +25.2% |
| 1Y | +49.5% | -6.1% | +55.6% | +50.0% |
| 3Y | +250.7% | -9.8% | +260.5% | +260.0% |
| 5Y | +104.7% | -19.7% | +124.4% | +165.3% |
| All | +2,287.2% | +75.4% | +2,211.8% | +1,563.5% |
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