+73.8%
INVH vs SUI
+104.1%
-30.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.1% |
| 7D | -0.9% | -1.5% | +0.6% | +0.1% |
| 30D | +1.2% | +3.7% | -2.6% | -1.5% |
| 3M | -10.4% | -0.4% | -10.0% | -10.5% |
| 6M | -3.6% | -2.8% | -0.8% | -2.4% |
| YTD | -0.1% | -1.6% | +1.5% | +0.1% |
| 1Y | -0.7% | -2.1% | +1.4% | -0.2% |
| 3Y | -4.6% | +18.5% | -23.1% | -19.2% |
| 5Y | -21.7% | -26.5% | +4.9% | -6.7% |
| All | +73.8% | +104.1% | -30.3% | +11.3% |
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