+265.3%
HUT vs INVH
-2.4%
+267.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.1% |
| 7D | +17.8% | -2.9% | +20.7% | +15.9% |
| 30D | +0.8% | -6.9% | +7.8% | -2.9% |
| 3M | -26.8% | -2.7% | -24.1% | -27.8% |
| 6M | +72.6% | +8.2% | +64.4% | +70.4% |
| YTD | +103.6% | +4.5% | +99.2% | +98.8% |
| 1Y | +265.3% | -2.3% | +267.6% | +243.9% |
| All | +265.3% | -2.4% | +267.6% | +243.9% |
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