+76.2%
INVH vs SBAC
+93.6%
-17.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -1.1% |
| 7D | -3.0% | -2.1% | -0.9% | -2.1% |
| 30D | -7.5% | +2.0% | -9.5% | -8.4% |
| 3M | -5.5% | -8.3% | +2.8% | -2.4% |
| 6M | +11.7% | +0.3% | +11.4% | +9.3% |
| YTD | +1.3% | -2.2% | +3.5% | 0.0% |
| 1Y | -6.1% | -4.6% | -1.4% | -6.3% |
| 3Y | -9.8% | -8.3% | -1.5% | -11.4% |
| 5Y | -19.7% | -42.8% | +23.2% | -0.7% |
| All | +76.2% | +93.6% | -17.4% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling