+288.1%
TRV vs INVH
+75.5%
+212.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.5% |
| 7D | -1.5% | -3.1% | +1.7% | -0.1% |
| 30D | -1.8% | -7.5% | +5.7% | +1.6% |
| 3M | +21.6% | -6.3% | +27.9% | +25.0% |
| 6M | +22.5% | +9.4% | +13.0% | +17.3% |
| YTD | +28.1% | +1.4% | +26.7% | +26.5% |
| 1Y | +37.0% | -4.1% | +41.1% | +38.6% |
| 3Y | +141.9% | -9.2% | +151.1% | +146.8% |
| 5Y | +158.5% | -19.6% | +178.1% | +172.0% |
| All | +288.1% | +75.5% | +212.7% | +202.3% |
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 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