+18.4%
U vs INVH
+1.1%
+17.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.6% | +1.2% | +4.8% |
| 7D | +7.5% | +3.1% | +4.4% | +7.4% |
| 30D | -7.0% | +5.8% | -12.8% | -7.2% |
| 3M | +20.6% | -8.5% | +29.1% | +20.1% |
| 6M | +53.2% | -1.3% | +54.5% | +53.4% |
| YTD | -3.9% | +2.6% | -6.5% | -4.0% |
| 1Y | +18.4% | +0.7% | +17.7% | +20.2% |
| All | +18.4% | +1.1% | +17.3% | +20.2% |
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