+140.2%
UAL vs INVH
-21.2%
+161.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.7% |
| 7D | -2.0% | -3.1% | +1.1% | -0.2% |
| 30D | -15.7% | -7.5% | -8.2% | -11.9% |
| 3M | +3.6% | -6.3% | +9.9% | +7.3% |
| 6M | +16.9% | +9.4% | +7.5% | +10.7% |
| YTD | -4.8% | +1.4% | -6.2% | -6.1% |
| 1Y | -0.9% | -4.1% | +3.2% | +0.7% |
| 3Y | +124.5% | -9.2% | +133.7% | +132.4% |
| 5Y | +140.2% | -19.6% | +159.8% | +177.6% |
| All | +140.2% | -21.2% | +161.4% | +177.6% |
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