+78.6%
UUUU vs INVH
-20.2%
+98.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -5.0% |
| 7D | -10.5% | -3.0% | -7.5% | -9.4% |
| 30D | -10.5% | -7.5% | -3.0% | -7.7% |
| 3M | -14.1% | -5.5% | -8.6% | -12.7% |
| 6M | -35.5% | +11.7% | -47.2% | -39.4% |
| YTD | -10.9% | +1.3% | -12.3% | -13.2% |
| 1Y | +3.4% | -6.1% | +9.4% | +4.3% |
| 3Y | +73.1% | -9.8% | +82.9% | +70.1% |
| All | +78.6% | -20.2% | +98.8% | +86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling