+378.0%
IOVA vs INVH
+1.1%
+377.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.6% | -5.1% | -1.3% |
| 7D | -41.3% | +3.1% | -44.3% | -41.2% |
| 30D | -38.5% | +5.8% | -44.3% | -38.5% |
| 3M | +99.5% | -8.5% | +108.0% | +99.4% |
| 6M | +126.0% | -1.3% | +127.3% | +124.7% |
| YTD | +218.7% | +2.6% | +216.1% | +210.5% |
| 1Y | +378.0% | +0.7% | +377.3% | +351.2% |
| All | +378.0% | +1.1% | +377.0% | +351.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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