+78.9%
UBER vs INVH
-20.2%
+99.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -5.4% | -3.0% | -2.4% | -4.0% |
| 30D | -4.9% | -7.5% | +2.6% | -1.2% |
| 3M | +3.0% | -5.5% | +8.6% | +5.8% |
| 6M | -4.4% | +11.7% | -16.1% | -10.1% |
| YTD | -12.3% | +1.3% | -13.6% | -13.6% |
| 1Y | -24.3% | -6.1% | -18.2% | -22.6% |
| 3Y | +46.4% | -9.8% | +56.2% | +49.3% |
| All | +78.9% | -20.2% | +99.0% | +101.0% |
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 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