+217.9%
XLE vs INVH
-20.2%
+238.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.7% | -3.0% | +4.7% | +2.4% |
| 30D | +6.7% | -7.5% | +14.3% | +8.7% |
| 3M | +14.9% | -5.5% | +20.4% | +16.3% |
| 6M | +15.9% | +11.7% | +4.2% | +12.0% |
| YTD | +47.7% | +1.3% | +46.4% | +46.3% |
| 1Y | +50.7% | -6.1% | +56.8% | +52.4% |
| 3Y | +57.9% | -9.8% | +67.6% | +60.1% |
| All | +217.9% | -20.2% | +238.1% | +230.6% |
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