+255.4%
IOVA vs INVH
-4.3%
+259.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.7% | +5.7% |
| 7D | -2.2% | -3.0% | +0.8% | -2.0% |
| 30D | +27.6% | -7.5% | +35.1% | +28.1% |
| 3M | +117.2% | -5.5% | +122.7% | +116.5% |
| 6M | +77.7% | +11.7% | +66.0% | +75.3% |
| YTD | +215.0% | +1.3% | +213.7% | +207.3% |
| 1Y | +255.4% | -6.1% | +261.4% | +255.7% |
| All | +255.4% | -4.3% | +259.7% | +255.7% |
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