+812.6%
URI vs INVH
+71.6%
+741.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.5% |
| 7D | +9.3% | -3.3% | +12.6% | +11.5% |
| 30D | +7.6% | +0.2% | +7.4% | +7.2% |
| 3M | +1.0% | -9.5% | +10.6% | +6.8% |
| 6M | +19.8% | -4.3% | +24.2% | +22.1% |
| YTD | +41.9% | -0.8% | +42.7% | +40.6% |
| 1Y | +33.4% | -3.6% | +37.0% | +34.3% |
| 3Y | +156.0% | -5.8% | +161.8% | +156.3% |
| 5Y | +209.5% | -22.3% | +231.8% | +245.0% |
| All | +812.6% | +71.6% | +741.0% | +547.0% |
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