+74.5%
UBER vs INVH
+38.2%
+36.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +3.2% |
| 7D | -4.5% | -3.1% | -1.3% | -2.9% |
| 30D | -7.6% | -7.5% | -0.1% | -3.8% |
| 3M | +5.8% | -6.3% | +12.0% | +9.2% |
| 6M | +0.3% | +9.4% | -9.2% | -5.0% |
| YTD | -11.2% | +1.4% | -12.6% | -12.7% |
| 1Y | -23.0% | -4.1% | -18.9% | -22.4% |
| 3Y | +53.6% | -9.2% | +62.8% | +56.4% |
| 5Y | +81.9% | -19.6% | +101.5% | +96.6% |
| All | +74.5% | +38.2% | +36.3% | +4.3% |
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 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