+453.2%
HUT vs INVH
+58.2%
+394.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.8% |
| 7D | +28.3% | -3.1% | +31.4% | +31.0% |
| 30D | +12.3% | -7.1% | +19.4% | +17.9% |
| 3M | -16.8% | -3.0% | -13.8% | -16.6% |
| 6M | +111.4% | +10.1% | +101.3% | +90.8% |
| YTD | +116.6% | +3.8% | +112.7% | +102.8% |
| 1Y | +290.5% | -2.1% | +292.6% | +277.4% |
| 3Y | +792.3% | -7.0% | +799.3% | +796.4% |
| 5Y | +94.1% | -20.6% | +114.7% | +127.0% |
| All | +453.2% | +58.2% | +394.9% | +335.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling