+21.2%
OUST vs INVH
+1.1%
+20.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +3.6% | +12.1% | +17.5% |
| 7D | -0.2% | +3.1% | -3.3% | +1.0% |
| 30D | -24.0% | +5.8% | -29.8% | -21.7% |
| 3M | -29.9% | -8.5% | -21.4% | -33.4% |
| 6M | +19.1% | -1.3% | +20.5% | +17.1% |
| YTD | +55.0% | +2.6% | +52.4% | +50.5% |
| 1Y | +21.2% | +0.7% | +20.5% | +25.4% |
| All | +21.2% | +1.1% | +20.1% | +25.4% |
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