+114.9%
TT vs INVH
-9.6%
+124.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.4% |
| 7D | -1.0% | -3.1% | +2.2% | -0.1% |
| 30D | -8.9% | -7.5% | -1.4% | -7.0% |
| 3M | -1.8% | -6.3% | +4.5% | -0.3% |
| 6M | +1.9% | +9.4% | -7.6% | -1.4% |
| YTD | +13.8% | +1.4% | +12.4% | +12.6% |
| 1Y | +6.1% | -4.1% | +10.2% | +7.0% |
| All | +114.9% | -9.6% | +124.5% | +119.7% |
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