-57.8%
UUUU vs INVH
+1.1%
-58.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.6% | -4.5% | +0.8% |
| 7D | -14.4% | +3.1% | -17.5% | -13.2% |
| 30D | -33.6% | +5.8% | -39.4% | -31.9% |
| 3M | -44.2% | -8.5% | -35.7% | -47.1% |
| 6M | -66.8% | -1.3% | -65.4% | -67.1% |
| YTD | -50.6% | +2.6% | -53.2% | -50.8% |
| 1Y | -57.8% | +0.7% | -58.5% | -57.6% |
| All | -57.8% | +1.1% | -58.9% | -57.6% |
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