+112.2%
USO vs INVH
-4.3%
+116.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +9.1% | -3.0% | +12.1% | +8.2% |
| 30D | +21.7% | -7.5% | +29.2% | +19.3% |
| 3M | +20.2% | -5.5% | +25.8% | +18.4% |
| 6M | +43.4% | +11.7% | +31.7% | +43.5% |
| YTD | +124.0% | +1.3% | +122.6% | +124.6% |
| 1Y | +112.2% | -6.1% | +118.3% | +107.1% |
| All | +112.2% | -4.3% | +116.5% | +107.1% |
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