+179.0%
UNH vs INVH
+75.5%
+103.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.3% |
| 7D | -3.2% | -3.1% | 0.0% | -1.9% |
| 30D | -3.5% | -7.5% | +4.0% | -0.5% |
| 3M | -4.2% | -6.3% | +2.1% | -1.8% |
| 6M | +38.3% | +9.4% | +28.9% | +32.8% |
| YTD | +19.2% | +1.4% | +17.8% | +17.7% |
| 1Y | +15.0% | -4.1% | +19.1% | +16.0% |
| 3Y | -14.5% | -9.2% | -5.3% | -13.5% |
| 5Y | +4.6% | -19.6% | +24.2% | +9.7% |
| All | +179.0% | +75.5% | +103.5% | +109.0% |
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 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