+20.8%
ZBRA vs INVH
+0.2%
+20.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -14.8% | +3.5% | -18.2% | -14.9% |
| 30D | -16.6% | +4.4% | -21.1% | -16.8% |
| 3M | -12.8% | -8.6% | -4.2% | -12.6% |
| 6M | +40.8% | -1.7% | +42.6% | +40.3% |
| YTD | +32.5% | +2.6% | +29.9% | +32.8% |
| 1Y | +20.8% | +1.5% | +19.3% | +24.0% |
| All | +20.8% | +0.2% | +20.6% | +24.0% |
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