+28.2%
UTHR vs INVH
-2.4%
+30.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.6% |
| 7D | -5.4% | -2.9% | -2.5% | -5.6% |
| 30D | -6.0% | -6.9% | +0.9% | -6.5% |
| 3M | -11.0% | -2.7% | -8.3% | -11.1% |
| 6M | -0.5% | +8.2% | -8.7% | -0.1% |
| YTD | +0.1% | +4.5% | -4.4% | +0.6% |
| 1Y | +28.2% | -2.3% | +30.5% | +30.5% |
| All | +28.2% | -2.4% | +30.5% | +30.5% |
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