-19.4%
INVH vs SUI
-33.5%
+14.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | +0.7% |
| 7D | -2.3% | -4.3% | +2.0% | +0.2% |
| 30D | -5.7% | -2.1% | -3.6% | -4.6% |
| 3M | -4.5% | -6.1% | +1.6% | -1.1% |
| 6M | +11.0% | -12.8% | +23.7% | +19.8% |
| YTD | +3.7% | -4.6% | +8.3% | +6.1% |
| 1Y | -2.8% | -7.7% | +4.8% | +1.2% |
| 3Y | -7.1% | +10.9% | -18.1% | -16.2% |
| 5Y | -19.4% | -32.4% | +13.0% | +4.7% |
| All | -19.4% | -33.5% | +14.1% | +4.7% |
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 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