+32.9%
URI vs INVH
+1.1%
+31.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.6% | -8.0% | -5.3% |
| 7D | -4.3% | +3.1% | -7.4% | -5.1% |
| 30D | +4.6% | +5.8% | -1.2% | +2.9% |
| 3M | -2.1% | -8.5% | +6.4% | +0.3% |
| 6M | +21.9% | -1.3% | +23.3% | +21.8% |
| YTD | +39.7% | +2.6% | +37.1% | +36.4% |
| 1Y | +32.9% | +0.7% | +32.1% | +31.0% |
| All | +32.9% | +1.1% | +31.8% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling