+28.7%
XLY vs INVH
-20.3%
+49.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -1.8% | -2.8% | +1.0% | -0.5% |
| 30D | -4.5% | -8.9% | +4.4% | -0.4% |
| 3M | -3.0% | -6.1% | +3.1% | -0.4% |
| 6M | +2.2% | +12.9% | -10.7% | -3.9% |
| YTD | -5.1% | +1.5% | -6.6% | -6.6% |
| 1Y | -4.7% | -4.6% | -0.1% | -3.5% |
| 3Y | +32.3% | -12.4% | +44.7% | +37.5% |
| 5Y | +28.7% | -20.1% | +48.8% | +40.8% |
| All | +28.7% | -20.3% | +49.0% | +40.8% |
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