+39.2%
XLK vs INVH
-4.3%
+43.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +0.2% | -3.0% | +3.2% | -0.4% |
| 30D | -0.6% | -7.5% | +6.9% | -2.3% |
| 3M | +2.6% | -5.5% | +8.1% | +1.3% |
| 6M | +34.0% | +11.7% | +22.3% | +33.1% |
| YTD | +30.7% | +1.3% | +29.3% | +29.4% |
| 1Y | +39.2% | -6.1% | +45.3% | +39.1% |
| All | +39.2% | -4.3% | +43.5% | +39.1% |
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