-74.1%
HTZ vs INVH
-2.0%
-72.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.8% | +10.1% | +9.5% |
| 7D | -27.4% | -2.5% | -24.9% | -26.9% |
| 30D | -11.4% | +0.7% | -12.0% | -11.4% |
| 3M | -33.1% | -8.8% | -24.3% | -32.2% |
| 6M | -73.5% | -5.0% | -68.5% | -74.0% |
| YTD | -68.1% | 0.0% | -68.1% | -70.5% |
| All | -74.1% | -2.0% | -72.2% | -75.8% |
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