+405.4%
TXG vs INVH
+1.1%
+404.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.6% | -0.2% | +3.0% |
| 7D | -19.3% | +3.1% | -22.3% | -19.5% |
| 30D | -30.9% | +5.8% | -36.7% | -31.6% |
| 3M | +41.1% | -8.5% | +49.6% | +44.5% |
| 6M | +211.9% | -1.3% | +213.2% | +208.4% |
| YTD | +314.0% | +2.6% | +311.4% | +291.7% |
| 1Y | +405.4% | +0.7% | +404.7% | +415.9% |
| All | +405.4% | +1.1% | +404.3% | +415.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling