+32.7%
IRM vs INVH
-2.4%
+35.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -0.5% | -2.9% | +2.4% | +0.1% |
| 30D | -8.1% | -6.9% | -1.2% | -6.8% |
| 3M | -9.7% | -2.7% | -7.0% | -9.5% |
| 6M | +10.0% | +8.2% | +1.8% | +7.0% |
| YTD | +43.0% | +4.5% | +38.5% | +39.6% |
| 1Y | +32.7% | -2.3% | +35.0% | +36.2% |
| All | +32.7% | -2.4% | +35.1% | +36.2% |
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 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