+49.8%
USFD vs INVH
+1.1%
+48.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.6% | +4.8% | +7.2% |
| 7D | +7.8% | +3.1% | +4.8% | +6.8% |
| 30D | +16.2% | +5.8% | +10.4% | +14.3% |
| 3M | +11.0% | -8.5% | +19.5% | +13.0% |
| 6M | +20.7% | -1.3% | +22.1% | +21.3% |
| YTD | +46.0% | +2.6% | +43.4% | +46.2% |
| 1Y | +49.8% | +0.7% | +49.1% | +52.9% |
| All | +49.8% | +1.1% | +48.7% | +52.9% |
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 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