+33.6%
USB vs INVH
-1.8%
+35.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | +2.1% | -3.1% | +5.2% | +2.9% |
| 30D | -2.3% | -7.1% | +4.8% | -0.4% |
| 3M | +13.9% | -3.0% | +16.8% | +14.5% |
| 6M | +21.6% | +10.1% | +11.5% | +18.5% |
| YTD | +19.3% | +3.8% | +15.5% | +18.3% |
| 1Y | +33.6% | -2.1% | +35.7% | +34.8% |
| All | +33.6% | -1.8% | +35.3% | +34.8% |
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