+128.6%
XRT vs INVH
+75.4%
+53.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -3.2% | -3.0% | -0.2% | -1.8% |
| 30D | -4.5% | -7.5% | +3.0% | -1.0% |
| 3M | -3.1% | -5.5% | +2.5% | -0.6% |
| 6M | +4.2% | +11.7% | -7.5% | -1.4% |
| YTD | -0.1% | +1.3% | -1.4% | -1.4% |
| 1Y | -3.0% | -6.1% | +3.0% | -1.0% |
| 3Y | +41.8% | -9.8% | +51.6% | +45.4% |
| 5Y | -1.3% | -19.7% | +18.4% | +5.9% |
| All | +128.6% | +75.4% | +53.2% | +70.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling