+52.9%
UAL vs INVH
+72.9%
-20.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.2% |
| 7D | -3.0% | -0.9% | -2.1% | -2.4% |
| 30D | +10.5% | +1.2% | +9.3% | +9.6% |
| 3M | -13.5% | -10.4% | -3.1% | -7.0% |
| 6M | +14.2% | -3.6% | +17.8% | +16.8% |
| YTD | -2.2% | -0.1% | -2.2% | -3.0% |
| 1Y | +12.5% | -0.7% | +13.2% | +11.8% |
| 3Y | +186.8% | -4.6% | +191.4% | +187.6% |
| 5Y | +119.4% | -21.7% | +141.0% | +149.1% |
| All | +52.9% | +72.9% | -20.0% | +17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling