-7.0%
INVH vs SUI
+12.1%
-19.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.1% |
| 7D | -3.1% | -3.1% | 0.0% | -1.7% |
| 30D | -7.1% | -2.3% | -4.8% | -6.1% |
| 3M | -3.0% | -2.8% | -0.1% | -1.8% |
| 6M | +10.1% | -12.4% | +22.5% | +16.7% |
| YTD | +3.8% | -3.3% | +7.1% | +5.2% |
| 1Y | -2.1% | -5.8% | +3.7% | +0.3% |
| 3Y | -7.0% | +12.5% | -19.5% | -10.4% |
| All | -7.0% | +12.1% | -19.1% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling