+199.1%
URI vs INVH
-20.2%
+219.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -2.1% | -3.0% | +0.9% | -0.4% |
| 30D | -12.4% | -7.5% | -4.9% | -8.7% |
| 3M | -7.3% | -5.5% | -1.7% | -4.7% |
| 6M | +27.2% | +11.7% | +15.5% | +19.2% |
| YTD | +23.0% | +1.3% | +21.6% | +20.9% |
| 1Y | +3.9% | -6.1% | +10.0% | +6.5% |
| 3Y | +121.6% | -9.8% | +131.4% | +127.7% |
| All | +199.1% | -20.2% | +219.3% | +233.9% |
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