+72.4%
UBER vs INVH
+38.1%
+34.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -5.4% | -3.0% | -2.4% | -3.9% |
| 30D | -4.9% | -7.5% | +2.6% | -1.0% |
| 3M | +3.0% | -5.5% | +8.6% | +6.0% |
| 6M | -4.4% | +11.7% | -16.1% | -10.3% |
| YTD | -12.3% | +1.3% | -13.6% | -13.8% |
| 1Y | -24.3% | -6.1% | -18.2% | -22.8% |
| 3Y | +46.4% | -9.8% | +56.2% | +49.6% |
| 5Y | +79.7% | -19.7% | +99.4% | +94.3% |
| All | +72.4% | +38.1% | +34.3% | +3.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling