+76.2%
INVH vs SUI
+95.2%
-18.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | -3.0% | -4.2% | +1.2% | -0.2% |
| 30D | -7.5% | -3.3% | -4.3% | -5.5% |
| 3M | -5.5% | -8.2% | +2.7% | -0.1% |
| 6M | +11.7% | -14.5% | +26.2% | +23.8% |
| YTD | +1.3% | -5.9% | +7.2% | +5.0% |
| 1Y | -6.1% | -9.7% | +3.6% | -0.1% |
| 3Y | -9.8% | +7.7% | -17.4% | -18.4% |
| 5Y | -19.7% | -31.9% | +12.2% | +1.2% |
| All | +76.2% | +95.2% | -18.9% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling