+57.4%
XLE vs INVH
-9.6%
+67.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.1% |
| 7D | +0.5% | -3.1% | +3.6% | +1.1% |
| 30D | +6.6% | -7.5% | +14.1% | +8.2% |
| 3M | +12.3% | -6.3% | +18.6% | +13.6% |
| 6M | +18.4% | +9.4% | +8.9% | +15.2% |
| YTD | +47.2% | +1.4% | +45.8% | +45.9% |
| 1Y | +50.3% | -4.1% | +54.4% | +51.3% |
| All | +57.4% | -9.6% | +67.0% | +58.5% |
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