+102.1%
USB vs INVH
-5.0%
+107.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | 0.0% |
| 7D | +1.2% | -3.3% | +4.5% | +2.9% |
| 30D | +6.3% | +0.2% | +6.1% | +6.2% |
| 3M | -6.1% | -9.5% | +3.4% | -1.6% |
| 6M | +13.0% | -4.3% | +17.3% | +15.0% |
| YTD | +16.6% | -0.8% | +17.4% | +16.1% |
| 1Y | +31.1% | -3.6% | +34.7% | +32.6% |
| All | +102.1% | -5.0% | +107.1% | +97.9% |
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 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