+829.0%
TTMI vs INVH
-20.2%
+849.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.4% | +3.4% |
| 7D | +0.7% | -3.0% | +3.7% | +1.6% |
| 30D | -8.4% | -7.5% | -0.9% | -6.3% |
| 3M | -32.5% | -5.5% | -26.9% | -31.8% |
| 6M | +32.5% | +11.7% | +20.8% | +24.8% |
| YTD | +83.2% | +1.3% | +81.9% | +78.5% |
| 1Y | +161.7% | -6.1% | +167.7% | +163.2% |
| 3Y | +890.1% | -9.8% | +899.9% | +896.1% |
| All | +829.0% | -20.2% | +849.2% | +880.7% |
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 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