-22.3%
INVH vs SUI
-26.4%
+4.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.2% |
| 7D | -0.9% | -1.5% | +0.6% | -0.1% |
| 30D | +1.2% | +3.7% | -2.6% | -1.1% |
| 3M | -10.4% | -0.4% | -10.0% | -10.4% |
| 6M | -3.6% | -2.8% | -0.8% | -2.5% |
| YTD | -0.1% | -1.6% | +1.5% | +0.2% |
| 1Y | -0.7% | -2.1% | +1.4% | -0.1% |
| 3Y | -4.6% | +18.5% | -23.1% | -17.3% |
| All | -22.3% | -26.4% | +4.1% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling