+437.3%
IRM vs INVH
+79.4%
+357.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +3.0% | -2.3% | +5.3% | +4.4% |
| 30D | -5.2% | -5.7% | +0.5% | -2.1% |
| 3M | -8.0% | -4.5% | -3.6% | -6.0% |
| 6M | +9.2% | +11.0% | -1.8% | +2.2% |
| YTD | +41.0% | +3.7% | +37.3% | +36.4% |
| 1Y | +23.3% | -2.8% | +26.1% | +23.6% |
| 3Y | +102.8% | -7.1% | +110.0% | +106.1% |
| 5Y | +192.8% | -19.4% | +212.2% | +220.0% |
| All | +437.3% | +79.4% | +357.9% | +268.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling