+37.5%
ZBRA vs INVH
-9.7%
+47.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | -3.4% | -3.0% | -0.4% | -2.3% |
| 30D | -7.4% | -7.5% | +0.1% | -4.7% |
| 3M | +57.5% | -5.5% | +63.0% | +60.5% |
| 6M | +64.0% | +11.7% | +52.3% | +54.5% |
| YTD | +44.3% | +1.3% | +43.0% | +42.0% |
| 1Y | +10.9% | -6.1% | +17.0% | +13.5% |
| 3Y | +37.5% | -9.8% | +47.3% | +38.2% |
| All | +37.5% | -9.7% | +47.2% | +38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling