+91.4%
USO vs INVH
-2.4%
+93.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +9.5% | -2.9% | +12.4% | +8.6% |
| 30D | +23.6% | -6.9% | +30.5% | +21.4% |
| 3M | +3.8% | -2.7% | +6.5% | +3.1% |
| 6M | +55.0% | +8.2% | +46.8% | +56.7% |
| YTD | +105.3% | +4.5% | +100.8% | +107.6% |
| 1Y | +91.4% | -2.3% | +93.7% | +86.8% |
| All | +91.4% | -2.4% | +93.8% | +86.8% |
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