+130.5%
URI vs INVH
-7.6%
+138.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.5% | +1.4% |
| 7D | +5.0% | -2.3% | +7.3% | +6.1% |
| 30D | -9.4% | -5.7% | -3.7% | -7.0% |
| 3M | -5.8% | -4.5% | -1.3% | -4.1% |
| 6M | +25.8% | +11.0% | +14.9% | +19.3% |
| YTD | +27.9% | +3.7% | +24.2% | +24.6% |
| 1Y | +9.7% | -2.8% | +12.6% | +10.5% |
| All | +130.5% | -7.6% | +138.1% | +129.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling