+116.5%
UAL vs INVH
-21.7%
+138.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.2% |
| 7D | -3.0% | -0.9% | -2.1% | -2.5% |
| 30D | +10.5% | +1.2% | +9.3% | +9.7% |
| 3M | -13.5% | -10.4% | -3.1% | -7.9% |
| 6M | +14.2% | -3.6% | +17.8% | +16.5% |
| YTD | -2.2% | -0.1% | -2.2% | -2.8% |
| 1Y | +12.5% | -0.7% | +13.2% | +12.0% |
| 3Y | +186.8% | -4.6% | +191.4% | +188.3% |
| All | +116.5% | -21.7% | +138.2% | +143.3% |
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