-84.5%
IRE vs INVH
-0.4%
-84.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.2% | -5.6% | -10.6% |
| 7D | +7.9% | -3.1% | +11.1% | +3.5% |
| 30D | +9.3% | -7.5% | +16.8% | -0.6% |
| 3M | -52.3% | -6.3% | -46.0% | -55.1% |
| 6M | -38.5% | +9.4% | -47.9% | -38.6% |
| YTD | -54.8% | +1.4% | -56.2% | -56.6% |
| All | -84.5% | -0.4% | -84.2% | -83.2% |
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 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