-1.9%
INVH vs SUI
-7.5%
+5.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | +0.6% |
| 7D | -2.3% | -4.3% | +2.0% | +0.1% |
| 30D | -5.7% | -2.1% | -3.6% | -4.6% |
| 3M | -4.5% | -6.1% | +1.6% | -1.3% |
| 6M | +11.0% | -12.8% | +23.7% | +19.3% |
| YTD | +3.7% | -4.6% | +8.3% | +5.8% |
| All | -1.9% | -7.5% | +5.6% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling