+546.0%
UUUU vs INVH
+75.5%
+470.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.2% | -4.1% | -5.2% |
| 7D | -5.0% | -3.1% | -1.9% | -3.5% |
| 30D | -7.8% | -7.5% | -0.3% | -4.2% |
| 3M | -0.4% | -6.3% | +5.8% | +2.1% |
| 6M | -32.9% | +9.4% | -42.3% | -36.7% |
| YTD | -6.3% | +1.4% | -7.7% | -9.0% |
| 1Y | +7.9% | -4.1% | +12.0% | +7.3% |
| 3Y | +85.2% | -9.2% | +94.4% | +82.2% |
| 5Y | +97.0% | -19.6% | +116.6% | +109.9% |
| All | +546.0% | +75.5% | +470.5% | +350.6% |
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 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