+124.6%
UAL vs INVH
-7.6%
+132.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -1.1% | -2.3% | +1.2% | +0.2% |
| 30D | -13.4% | -5.7% | -7.7% | -10.6% |
| 3M | -2.3% | -4.5% | +2.2% | 0.0% |
| 6M | +13.3% | +11.0% | +2.4% | +6.7% |
| YTD | -4.2% | +3.7% | -7.9% | -6.6% |
| 1Y | +1.4% | -2.8% | +4.2% | +2.7% |
| All | +124.6% | -7.6% | +132.2% | +124.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling