+104.6%
HUT vs INVH
-20.2%
+124.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +8.9% |
| 7D | +5.4% | -3.0% | +8.4% | +8.2% |
| 30D | +8.6% | -7.5% | +16.1% | +15.5% |
| 3M | -15.2% | -5.5% | -9.7% | -13.0% |
| 6M | +92.9% | +11.7% | +81.2% | +66.9% |
| YTD | +114.6% | +1.3% | +113.3% | +101.4% |
| 1Y | +208.5% | -6.1% | +214.6% | +207.5% |
| 3Y | +821.5% | -9.8% | +831.3% | +841.5% |
| All | +104.6% | -20.2% | +124.7% | +175.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling