-83.7%
IRE vs INVH
+2.6%
-86.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -0.2% | +14.2% | +13.7% |
| 7D | +54.8% | -2.9% | +57.7% | +49.7% |
| 30D | +18.4% | -6.9% | +25.3% | +8.4% |
| 3M | -66.7% | -2.7% | -64.0% | -67.1% |
| 6M | -52.3% | +8.2% | -60.5% | -51.4% |
| YTD | -52.3% | +4.5% | -56.8% | -52.3% |
| All | -83.7% | +2.6% | -86.3% | -81.5% |
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