-86.3%
SPXU vs INVH
-20.2%
-66.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.5% |
| 7D | +2.5% | -3.0% | +5.5% | -0.7% |
| 30D | +4.2% | -7.5% | +11.7% | -4.1% |
| 3M | -9.3% | -5.5% | -3.7% | -14.7% |
| 6M | -30.7% | +11.7% | -42.4% | -21.1% |
| YTD | -28.1% | +1.3% | -29.5% | -26.9% |
| 1Y | -35.2% | -6.1% | -29.2% | -40.0% |
| 3Y | -79.9% | -9.8% | -70.2% | -80.2% |
| All | -86.3% | -20.2% | -66.1% | -86.3% |
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