+80.6%
INVH vs EXR
+177.7%
-97.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -3.1% | -0.7% | -2.4% | -2.8% |
| 30D | -7.1% | -6.9% | -0.1% | -3.2% |
| 3M | -3.0% | -3.0% | 0.0% | -1.4% |
| 6M | +10.1% | -2.9% | +13.0% | +11.7% |
| YTD | +3.8% | +9.3% | -5.4% | -1.9% |
| 1Y | -2.1% | -0.9% | -1.2% | -2.6% |
| 3Y | -7.0% | +24.7% | -31.7% | -22.3% |
| 5Y | -20.6% | -11.7% | -8.9% | -20.2% |
| All | +80.6% | +177.7% | -97.1% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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