-19.2%
TRI vs INVH
-9.7%
-9.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -7.9% | -3.0% | -4.9% | -6.8% |
| 30D | -4.5% | -7.5% | +3.0% | -1.5% |
| 3M | +22.1% | -5.5% | +27.6% | +25.2% |
| 6M | -2.8% | +11.7% | -14.5% | -5.7% |
| YTD | -23.4% | +1.3% | -24.7% | -23.4% |
| 1Y | -41.5% | -6.1% | -35.5% | -40.1% |
| 3Y | -19.2% | -9.8% | -9.4% | -16.0% |
| All | -19.2% | -9.7% | -9.5% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling