-86.5%
HTZ vs INVH
-7.4%
-79.1%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.5% |
| 7D | +7.5% | -2.9% | +10.4% | +9.6% |
| 30D | +47.4% | -6.9% | +54.4% | +54.3% |
| 3M | -54.9% | -2.7% | -52.2% | -55.3% |
| 6M | -47.0% | +8.2% | -55.2% | -51.9% |
| YTD | -55.3% | +4.5% | -59.7% | -58.3% |
| 1Y | -57.6% | -2.3% | -55.3% | -58.1% |
| All | -86.5% | -7.4% | -79.1% | -87.1% |
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