-61.5%
IOVA vs INVH
-20.2%
-41.3%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.7% | +5.7% |
| 7D | -2.2% | -3.0% | +0.8% | -0.2% |
| 30D | +27.6% | -7.5% | +35.1% | +34.3% |
| 3M | +117.2% | -5.5% | +122.7% | +123.8% |
| 6M | +77.7% | +11.7% | +66.0% | +62.7% |
| YTD | +215.0% | +1.3% | +213.7% | +205.3% |
| 1Y | +255.4% | -6.1% | +261.4% | +264.1% |
| 3Y | +42.6% | -9.8% | +52.4% | +49.8% |
| All | -61.5% | -20.2% | -41.3% | -56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling