-64.0%
Z vs INVH
-1.8%
-62.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -6.3% |
| 7D | -3.3% | -3.1% | -0.1% | -2.5% |
| 30D | -3.7% | -7.1% | +3.4% | -2.0% |
| 3M | -7.0% | -3.0% | -4.0% | -6.0% |
| 6M | -29.5% | +10.1% | -39.6% | -30.1% |
| YTD | -52.6% | +3.8% | -56.4% | -52.9% |
| 1Y | -64.0% | -2.1% | -61.9% | -62.4% |
| All | -64.0% | -1.8% | -62.2% | -62.4% |
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