+620.9%
TRGP vs INVH
-20.2%
+641.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | +0.1% | -3.0% | +3.1% | +1.2% |
| 30D | +8.0% | -7.5% | +15.6% | +11.3% |
| 3M | +8.3% | -5.5% | +13.8% | +10.4% |
| 6M | +23.9% | +11.7% | +12.2% | +17.7% |
| YTD | +59.6% | +1.3% | +58.3% | +57.4% |
| 1Y | +79.4% | -6.1% | +85.5% | +82.6% |
| 3Y | +269.4% | -9.8% | +279.2% | +276.4% |
| All | +620.9% | -20.2% | +641.1% | +674.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling