-83.2%
IRE vs INVH
+1.9%
-85.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.1% | -6.7% | -7.0% |
| 7D | +29.0% | -2.3% | +31.3% | +25.6% |
| 30D | +24.2% | -5.7% | +29.9% | +16.0% |
| 3M | -53.2% | -4.5% | -48.7% | -54.6% |
| 6M | -36.0% | +11.0% | -47.0% | -34.4% |
| YTD | -51.0% | +3.7% | -54.7% | -51.5% |
| All | -83.2% | +1.9% | -85.1% | -81.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling