+7.9%
ZBH vs INVH
+1.1%
+6.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +3.6% | +9.8% | +11.7% |
| 7D | +14.3% | +3.1% | +11.2% | +12.8% |
| 30D | +20.3% | +5.8% | +14.5% | +17.6% |
| 3M | +15.3% | -8.5% | +23.8% | +18.3% |
| 6M | +33.9% | -1.3% | +35.3% | +35.2% |
| YTD | +23.5% | +2.6% | +20.9% | +23.8% |
| 1Y | +7.9% | +0.7% | +7.2% | +9.0% |
| All | +7.9% | +1.1% | +6.8% | +9.0% |
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