+80.6%
INVH vs URA
+263.4%
-182.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -1.1% |
| 7D | -3.1% | +8.1% | -11.2% | -4.3% |
| 30D | -7.1% | +5.8% | -12.8% | -8.0% |
| 3M | -3.0% | +3.4% | -6.4% | -4.0% |
| 6M | +10.1% | -2.6% | +12.7% | +9.2% |
| YTD | +3.8% | +11.2% | -7.3% | -0.3% |
| 1Y | -2.1% | +19.8% | -21.9% | -8.5% |
| 3Y | -7.0% | +121.5% | -128.5% | -26.8% |
| 5Y | -20.6% | +134.5% | -155.0% | -41.1% |
| All | +80.6% | +263.4% | -182.8% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 all: compounded portfolio wealth divided by compounded URA 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…
all analysis · Full analysis span regression · 6 months rolling