+209.0%
UTHR vs INVH
+79.4%
+129.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +3.0% | -2.3% | +5.3% | +3.7% |
| 30D | -4.3% | -5.7% | +1.4% | -2.8% |
| 3M | -8.4% | -4.5% | -3.9% | -7.3% |
| 6M | -4.2% | +11.0% | -15.2% | -7.3% |
| YTD | +4.0% | +3.7% | +0.3% | +2.3% |
| 1Y | +25.5% | -2.8% | +28.4% | +25.6% |
| 3Y | +125.1% | -7.1% | +132.3% | +124.6% |
| 5Y | +140.3% | -19.4% | +159.8% | +148.9% |
| All | +209.0% | +79.4% | +129.5% | +144.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling