+91.5%
USB vs INVH
-4.1%
+95.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.3% |
| 7D | 0.0% | +2.0% | -2.0% | -1.0% |
| 30D | +5.8% | +4.8% | +1.0% | +3.4% |
| 3M | -6.0% | -9.8% | +3.8% | -1.3% |
| 6M | +7.8% | -3.7% | +11.4% | +9.3% |
| YTD | +14.6% | +0.8% | +13.8% | +13.2% |
| 1Y | +31.8% | +1.9% | +29.9% | +29.2% |
| 3Y | +91.5% | -4.3% | +95.8% | +86.2% |
| All | +91.5% | -4.1% | +95.6% | +86.2% |
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